AUMdb

Spectrum Industries, Inc. 401(k) Profit Sharing Plan

Sponsored by Spectrum Industries, Inc. · EIN 391094074 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
163
With balances
233

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $6,330
World Investment Advisors Llc Investment advisory (plan) $4,530
Empower Annuity Insurance Company Recordkeeping fees $0