LISA Kirby signed SPX Flow, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPX Flow, Inc.'s EIN is 47-3110748.
Download the official 2024 Form 5500 (PDF) for SPX Flow, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPX Flow, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $21K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Co K | Mutual Funds | — | — | $37.5M | 13.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $24.0M | 8.8% | |
| Fidelity Freedom Blend 2030 Q | Mutual Funds | — | — | $19.4M | 7.1% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $19.4M | 7.1% | |
| Fidelity Management Trust Company Pooled separate account - New York Life Anchor Account | Pooled Separate Accounts | — | — | $19.2M | 7.0% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $19.2M | 7.0% | |
| Fidelity Contrafund K | Mutual Funds | — | — | $19.2M | 7.0% | |
| Fidelity Freedom Blend 2040 Q | Mutual Funds | — | — | $18.8M | 6.9% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $18.8M | 6.9% | |
| Fidelity Freedom Blend 2035 Q | Mutual Funds | — | — | $18.1M | 6.6% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $18.1M | 6.6% | |
| Fidelity Freedom Blend 2025 Q | Mutual Funds | — | — | $15.0M | 5.5% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $15.0M | 5.5% | |
| Fidelity Puritan K | Mutual Funds | — | — | $9.9M | 3.6% | |
| Fidelity Freedom Blend 2050 Q | Mutual Funds | — | — | $9.3M | 3.4% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $9.3M | 3.4% | |
| Fidelity Freedom Blend 2045 Q | Mutual Funds | — | — | $8.0M | 2.9% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $8.0M | 2.9% | |
| Fidelity Freedom Blend 2055 Q | Mutual Funds | — | — | $7.2M | 2.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $7.2M | 2.6% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $7.2M | 2.6% | |
| Fidelity Freedom Blend 2020 Q | Mutual Funds | — | — | $6.9M | 2.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $6.9M | 2.5% | |
| Fidelity Management Trust Company Fidelity Capital & Income | Mutual Funds | — | — | $5.9M | 2.2% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $5.9M | 2.2% | |
| Fidelity International Discovery K | Mutual Funds | — | — | $4.3M | 1.6% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $4.3M | 1.6% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $4.2M | 1.5% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $3.4M | 1.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.2M | 1.2% | |
| Fidelity Freedom Blend 2060 Q | Mutual Funds | — | — | $3.2M | 1.2% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $3.1M | 1.1% | |
| Fidelity International Small Cap | Mutual Funds | — | — | $2.6M | 1.0% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.4M | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.9M | 0.7% | |
| Fidelity Freedom Blend 2015 Q | Mutual Funds | — | — | $1.9M | 0.7% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.9M | 0.7% | |
| MGL Small Cap Core R6 | Other securities | — | — | $1.5M | 0.5% | |
| Fidelity Freedom Blend 2065 Q | Mutual Funds | — | — | $1.0M | 0.4% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $666K | 0.2% | |
| Fidelity Freedom Blend 2010 Q | Mutual Funds | — | — | $447K | 0.2% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $447K | 0.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $148K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Blend Income Q | Mutual Funds | — | — | $107K | <0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $107K | <0.1% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government | Mutual Funds | — | — | $82K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
