# Spx Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/spx-enterprises-llc-881769617-101

> Spx Enterprises, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [JPMORGAN CHASE BANK NA](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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