Michele Levine signed SPX Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPX Enterprises, LLC's EIN is 88-1769617.
Download the official 2024 Form 5500 (PDF) for SPX Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPX Enterprises, LLC's plan includes profit-sharing, a 401(k) feature, an ESOP.
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 | $277K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. | 30-0282430 | — | INVESTMENT ADVISOR | $95K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $222.2M | 22.9% | |
| SPX Technologies, Inc. Common stock - SPX Technologies, Inc. stock | Common Stocks | — | — | $196.6M | 20.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $102.1M | 10.5% | |
| Fidelity Managed Income Portfolio II Class 3 | Mutual Funds | — | — | $58.9M | 6.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $58.9M | 6.1% | |
| Fidelity Freedom Index 2030 Commingled Pool Class T | Common Collective Trusts | — | — | $46.2M | 4.8% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $46.2M | 4.8% | |
| Fidelity Freedom Index 2025 Commingled Pool Class T | Common Collective Trusts | — | — | $40.2M | 4.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $40.2M | 4.1% | |
| Fidelity Freedom Index 2035 Commingled Pool Class T | Common Collective Trusts | — | — | $36.7M | 3.8% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $36.7M | 3.8% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $36.1M | 3.7% | |
| American Beacon American Beacon Large Cap Value Fund R5 Class | Other securities | — | — | $31.5M | 3.3% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $26.8M | 2.8% | |
| Fidelity Freedom Index 2040 Commingled Pool Class T | Common Collective Trusts | — | — | $26.8M | 2.8% | |
| Fidelity Freedom Index 2020 Commingled Pool Class T | Common Collective Trusts | — | — | $19.6M | 2.0% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $19.6M | 2.0% | |
| Fidelity Freedom Index 2045 Commingled Pool Class T | Common Collective Trusts | — | — | $18.5M | 1.9% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $18.5M | 1.9% | |
| WM BLAIR SMID GR CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $17.4M | 1.8% | |
| Fidelity International Discovery K6 Fund | Mutual Funds | — | — | $17.1M | 1.8% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $13.4M | 1.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $13.3M | 1.4% | |
| Fidelity Freedom Index 2050 Commingled Pool Class T | Common Collective Trusts | — | — | $13.3M | 1.4% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $13.3M | 1.4% | |
| Fidelity Freedom Index 2055 Commingled Pool Class T | Common Collective Trusts | — | — | $10.4M | 1.1% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $10.4M | 1.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $9.6M | 1.0% | |
| Participants percent to 9.50 percent - | Other securities | — | — | $7.7M | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $7.2M | 0.7% | |
| Fidelity Money market | Mutual Funds | — | — | $6.4M | 0.7% | |
| Fidelity Freedom Index 2015 Commingled Pool Class T | Common Collective Trusts | — | — | $4.6M | 0.5% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $4.6M | 0.5% | |
| Fidelity Freedom Index 2060 Commingled Pool Class T | Common Collective Trusts | — | — | $4.3M | 0.4% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $4.3M | 0.4% | |
| Fidelity Freedom Index 2065 Commingled Pool Class T | Common Collective Trusts | — | — | $3.6M | 0.4% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.6M | 0.4% | |
| Fidelity Freedom Index 2010 Commingled Pool Class T | Common Collective Trusts | — | — | $2.8M | 0.3% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $2.8M | 0.3% | |
| Fidelity Freedom Index Income Commingled Pool Class T | Common Collective Trusts | — | — | $2.7M | 0.3% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| FREEDOM INDEX 2005 COMMINGLED FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILLISTOWERSWATSON |
| 53-0181291 |
| — |
| CONSULTANT |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNER AND BLOCK LLP | 36-2192554 | — | ATTORNEY/LEGAL | $36K | — |
