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: 102
- Total Participants: 0
- Total Assets: $102.8M
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 | $102.8M | $0 | $0 |
| 2023 | 0 | $96.0M | $0 | $0 |
| 2022 | 0 | $125.6M | $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 |
|---|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MGT | Other Service Provider | $89,756 | — | $89,756 |
| FIDELITY INSTITUTIONAL ASSET MGT TR | Other Service Provider | $28,650 | — | $28,650 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $15,875 | — | $15,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,281
- Estimated Expense Ratio: 0.131% 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 | $134,281 | $134,281 | — | — | — |
| 2023 | $210,513 | $210,513 | — | — | — |
| 2022 | $463,992 | $463,992 | — | — | — |