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Original filing (PDF)20251009101836NAL0010746400001
SPX ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
SPX US PENSION PLAN
Defined-benefit pension plan
Signals · 2
~96 bps in Sched C feesNo recordkeeper disclosed
Active participants
198
Accounts w/ balance
—
Plan assets (EOY)
$151.1M
Net assets (EOY)
$151.1M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 96 bps in Schedule C fees — 860% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPX ENTERPRISES, LLC.
Plan sponsor
Name
SPX ENTERPRISES, LLC
EIN
88-1769617
Address
6325 ARDREY KELL ROAD · SUITE 400 · CHARLOTTE, NC · 28277
Phone
(980) 474-3700
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE - SPX
EIN
62-1734313
City
CHARLOTTE, NC
Phone
(980) 474-3700
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $1.4M | — |
| PLANTE & MORAN PLLC | 33-1498605 | — | NONE | $38K | — |
| JENNER & BLOCK LLP | 36-2192554 | — | NONE | $23K | — |
Investments
2 pooled funds· $146.4M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SPX SHARED CCT FUNDS MT SPX ENTERPRISES, LLC · EIN 88-1769617 / PN 002 | Master Trust | $94.2M | 62.4% |
| SPX MASTER TRUST FUND SPX ENTERPRISES, LLC · EIN 88-1769617 / PN 001 | Master Trust | $52.2M | 34.5% |