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Original filing (PDF)20250902103320NAL0008372931001
SPX ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN
401(k) retirement plan
Signals · 1
20% employer stock
Active participants
3,506
Accounts w/ balance
5,921
Plan assets (EOY)
$969.4M
Net assets (EOY)
$969.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
100
Knocking points off
- 20% of plan in employer / sponsor stock.
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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
3B · Covers self-employed individuals
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $277K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. | 30-0282430 | — | INVESTMENT ADVISOR | $95K | — |
| WILLISTOWERSWATSON | 53-0181291 | — | CONSULTANT | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $43K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNER AND BLOCK LLP | 36-2192554 | — | ATTORNEY/LEGAL | $36K | — |
Investments
25 direct securities · 17 pooled funds· $1.3B(100% of reported assets)
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.
Uncategorized
$729.8M
25 holdings
Common Collective Trust
$528.3M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $196.6M | 20.3% | |
| Fidelity 500 Index Fund | — | — | — | $102.1M | 10.5% | |
| Fidelity Managed Income Portfolio II Class 3 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $36.1M | 3.7% | |
| American Beacon American Beacon Large Cap Value Fund R5 Class | — | — | — | $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 | — | — | — | $26.8M | 2.8% | |
| Fidelity Freedom Index 2020 Commingled Pool Class T | — | — | — | $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 | — | — | — | $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 | — | — | — | $17.1M | 1.8% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $13.4M | 1.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $13.3M | 1.4% | |
| Fidelity Freedom Index 2050 Commingled Pool Class T | — | — | — | $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 | — | — | — | $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 | — | — | — | $9.6M | 1.0% | |
| Participants percent to 9.50 percent - | — | — | — | $7.7M | 0.8% | |
| Fidelity International Index Fund | — | — | — | $7.2M | 0.7% | |
| Fidelity Money market | — | — | — | $6.4M | 0.7% | |
| Fidelity Freedom Index 2015 Commingled Pool Class T | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |