Plan Snapshot
- Plan Sponsor: Spx Enterprises, LLC
- Sponsor EIN: 881769617
- Sponsor Address: 6325 ARDREY KELL ROAD, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $49.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $49.7M | $0 | $0 |
| 2023 | 0 | $75.4M | $0 | $0 |
| 2022 | 0 | $51.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEPC, LLC | Recordkeeper | $385,833 | — | $385,833 |
| JPMORGAN CHASE BANK NA | Recordkeeper | $120,000 | — | $120,000 |
| WELLINGTON MANAGEMENT COMPANY | Other Service Provider | $21,713 | — | $21,713 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $12,590 | — | $12,590 |
| IR+M COLLECTIVE INVESTMENT TRUST | Other Service Provider | $10,464 | — | $10,464 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — Recordkeeper
- JPMORGAN CHASE BANK NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $550,600
- Estimated Expense Ratio: 1.108% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $550,923 | $430,600 | — | — | — |
| 2023 | $393,954 | $228,792 | — | — | — |
| 2022 | $372,640 | $294,194 | — | — | $77,676 |