Spectrum Monthly 401(k) Profit Sharing Plan & Trust
Sponsored by Spectrum Monthly · EIN 020481512 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 154
- With balances
- 152
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants) | $14,063 |
| Paychex, Inc. | Recordkeeping | $13,838 |