Employers › SPX FLOW
Recordkeeping fees per participant · SPX Flow Retirement Savings Plan · plan year 2024
$44.30
Higher than 42% of the 1,697 plans $250M to 1B that report it.
= $61,884 / 1,397
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002093504NAL0000191635001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002093504NAL0000191635001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Administrative expenses excluding investment management, per participant
$59.90
Higher than 43% of the 2,324 plans $250M to 1B that report it.
= $83,680 / 1,397
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002093504NAL0000191635001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002093504NAL0000191635001, received 2025-10-02
Administrative expenses per participant
$59.90
Higher than 28% of the 2,405 plans $250M to 1B that report it.
= $83,680 / 1,397
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002093504NAL0000191635001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002093504NAL0000191635001, received 2025-10-02
Administrative expenses as a share of assets
0.031%
Higher than 18% of the 2,407 plans $250M to 1B that report it.
= $83,680 / $272,978,530
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002093504NAL0000191635001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002093504NAL0000191635001, received 2025-10-02
Employer contributions per participant
$3,139
Higher than 51% of the 2,457 plans $250M to 1B that report it.
= $4,385,220 / 1,397
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002093504NAL0000191635001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002093504NAL0000191635001, received 2025-10-02
Employer share of total contributions
30.0%
Higher than 46% of the 2,459 plans $250M to 1B that report it.
= $4,385,220 / $14,616,086
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002093504NAL0000191635001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002093504NAL0000191635001, received 2025-10-02
Plan terms are described in SPX FLOW, Inc.'s SEC filings: Form 11-K filed 2020-06-11 and Form 10-K filed 2022-02-16. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002093504NAL0000191635001, received 2025-10-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SPX FLOW, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Plan name | SPX FLOW RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Sponsor EIN / plan number | 47-3110748 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Sponsor location | CHARLOTTE, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Industry (business code) | 339900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Filing received | 2025-10-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Participants, beginning of year | 1,669 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Active participants | 853 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Participants, end of year | 1,559 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Participants with an account balance | 1,397 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Total assets, beginning of year | $256,744,785 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Total assets, end of year | $272,978,530 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Net assets, end of year | $272,978,530 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Total income | $54,017,088 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Net income | $16,233,745 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Employer contributions | $4,385,220 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Participant contributions | $8,759,145 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Other contributions (incl. rollovers) | $1,471,721 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Total contributions | $14,616,086 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Benefit payments | $37,699,663 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Total expenses (incl. benefit payments) | $37,783,343 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Total administrative expenses | $83,680 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Contract administrator fees | $900 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Recordkeeping fees | $61,884 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Administrative expenses excluding investment management | $83,680 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Held in common/collective trusts | $122,072,728 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Held in mutual funds | $128,244,546 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002093504NAL0000191635001, received 2025-10-02 |
| Independent auditor | PLANTE & MORAN | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002093504NAL0000191635001, received 2025-10-02 |
Position = column in the DOL layout for form year 2024. Filing 20251002093504NAL0000191635001, received 2025-10-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $62,784 | yes |
| CAPFINANCIAL PARTNERS, LLC. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $20,896 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002093504NAL0000191635001, received 2025-10-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $256,744,785 | $272,978,530 | 6.3% |
| Participants with a balance | 1,570 | 1,397 | -11.0% |
| Administrative expenses | $88,935 | $83,680 | -5.9% |
| Recordkeeping fees per participant | $36.79 | $44.30 | 20.4% |
| Employer contributions | $4,629,977 | $4,385,220 | -5.3% |
Prior filing 20251002093340NAL0000189555001, received 2025-10-02; the plan years are contiguous.
Sponsor name as filed: SPX FLOW, INC.; SEC registrant: SPX FLOW, Inc. (CIK 1641991, matched by EIN).