Spectrum Retirement Communities 401(k) Plan
Sponsored by Spectrum Retirement Communities, Llc · EIN 200110890 · Plan #002
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 1,363
- With balances
- 585
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $71,136 |
| Morgan Stanley Capital Management I | Investment advisory (plan) | $23,220 |
| Cook Street Consulting Inc | Investment advisory (plan) | $22,882 |
| Empower Advisory Group, Llc | Investment management | $12,376 |