# Spx Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/spx-enterprises-llc-881769617-102

> 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:** 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|—|—|—|

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