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Original filing (PDF)20251009102426NAL0010754720001
SPX ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
SPX SHARED CCT FUNDS MASTER TRUST
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$102.8M
Net assets (EOY)
$102.8M
How this plan invests
This plan
12 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
90
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No active participants reported but plan still holds assets.
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
Plan administrator
Name
ADMINISTRATIVE COMMITTEE SPX CORPORATION
EIN
62-1734313
City
CHARLOTTE, NC
Phone
(980) 474-3700
Plan characteristics
Plan number
102
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MGT | 20-8058531 | — | NONE | $90K | — |
| FIDELITY INSTITUTIONAL ASSET MGT TR | 20-2159373 | — | NONE | $29K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $16K | — |
Investments
1 direct security · 12 pooled funds· $121.7M(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.
Common Collective Trust
$100.2M
12 holdings
Uncategorized
$21.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTC-CIF US INV GRADE INTERIM CORP WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Common Collective Trust | — | — | $23.3M | 22.6% | |
| [DFE: STATE STREET INTERMEDIATE U.S. CREDIT INDEX NON-LENDING FUND (extraction pending)] | — | — | — | $21.6M | 21.0% | |
| SS INTERM US CREDIT IND NL CT FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 148 | Common Collective Trust | — | — | $21.6M | 21.0% | |
| SS LONG US TREASURY IND NL CT FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 479 | Common Collective Trust | — | — | $12.1M | 11.8% | |
| IR&M LONG CORPORATE COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 005 | Common Collective Trust | — | — | $11.5M | 11.2% | |
| SS US TREASURY IND NL CT FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 85-1553502 / PN 001 | Common Collective Trust | — | — | $10.3M | 10.0% | |
| SS LONG US CREDIT IND NL CT FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 369 | Common Collective Trust | — | — | $8.1M | 7.9% | |
| NEPC DIVERSIFIED CREDIT CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 003 | Common Collective Trust | — | — | $7.4M | 7.2% | |
| LEGAL & GENERAL LONG DUR US CR COLL RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 020 | Common Collective Trust | — | — | $5.0M | 4.8% | |
| LEGAL & GENERAL US CREDIT CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 022 | Common Collective Trust | — | — | $946K | 0.9% | |
| LONG DURATION COMMINGLED POOL FIDELITY INST'L MGT TRUST CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | — | $0 | <0.1% | |
| US LONG CORPORATE BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3263231 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LONG TERM GOVT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 94-3118547 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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