Spx Retirement Savings And Stock Ownership Plan
Sponsored by Spx Enterprises, Llc · EIN 881769617 · Plan #005
- Total assets
- $969M
- Net assets
- $969M
- Active participants
- 3,506
- With balances
- 5,921
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $277,408 |
| Mercer Investment Management, Inc. | Investment advisory (plan) | $94,515 |
| Plante & Moran Pllc | Accounting | $43,000 |
| Jenner And Block Llp | Legal | $36,008 |
| Willistowerswatson | Consulting (general) | $15,264 |