AUMdb

Spx Flow Retirement Savings Plan

Sponsored by Spx Flow, Inc. · EIN 473110748 · Plan #001

Total assets
$273M
Net assets
$273M
Active participants
853
With balances
1,397

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 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 $62,784
Capfinancial Partners, Llc. Investment advisory (plan) $20,896