Spx Enterprises, LLC401(k) + ESOP (KSOP)
SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN · CHARLOTTE, NC · plan year 2025
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Spx Enterprises, LLC reported $495,933 in plan administrative expenses for 2025: 0.05% of average plan assets, above the peer median. Employer contributions averaged $3,254 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 41st-largest of 2,005 plans among North Carolina employers on file, and the 306th of 13,661 in manufacturing. In 2025, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 2,872 to 3,638 since 2022.
Spx Enterprises, LLC's 2025 employer contribution ran below the $5,084 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 881769617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.