Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Spectrum Investment Advisors Inc
Spectrum Investment Advisors Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,132,219
Assets of those plans
$892,060,953
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,132,219
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 24 |
| 50 | Direct payment from the plan | 9 |
| 26 | Investment advisory (participants) | 3 |
| 51 | Investment management fees paid directly by plan | 1 |
| 55 | Other commissions | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Church Mutual Salary Savings Plan and Trust (401(k) Plan) | Church Mutual Insurance Company S.I. | $165,186,661 | 1,347 | $42,024 |
| Research Products Corporation Incentive Savings Plan | Research Products | $90,543,560 | 509 | $41,879 |
| Masters Gallery Foods, Inc. Retirement Savings Plan | Masters Gallery Foods | $80,469,355 | 1,224 | $58,670 |
| Metalcraft of Mayville, Inc. 401(k) Profit Sharing Plan | Metalcraft of Mayville | $73,511,368 | 1,134 | $148,966 |
| Zywave 401(k) Plan | Zywave | $65,977,101 | 726 | $25,000 |
| Monroe Truck Equipment, Inc. Profit Sharing and Savings Plan | Monroe Truck Equipment | $54,656,852 | 1,082 | $18,218 |
| Everbrite, LLC Profit Sharing Plan | Everbrite | $50,089,293 | 829 | $83,236 |
| LPI Retirement Savings Plan | LPI Digital | $43,867,240 | 529 | $62,738 |
| Research Products Corporation Production Staff 401(k) Savings Plan | Research Products | $28,275,856 | 496 | $21,076 |
| Lakeside International Trucks, Inc. Retirement Plan | Lakeside International Trucks | $27,188,478 | 432 | $77,956 |
| RPC Subsidiaries 401(k) Plan | Dri-steem | $22,398,313 | 262 | $8,128 |
| Citizens Bank 401(k) Mukwonago WI | Citizens Bank | $22,202,165 | 226 | $42,281 |
| Independent Pharmacy Cooperative Retirement Savings Plan | Independent Pharmacy Cooperative | $19,901,459 | 196 | $70,332 |
| Glenn Rieder, LLC 401(k) Savings Plan | Glenn Rieder | $19,551,442 | 305 | $50,103 |
| Pflow Industries, Inc. 401(k) Plan | Pflow Industries | $16,248,211 | 238 | $33,840 |
| Westbury Bank 401(k) PSP | Westbury Bank | $15,904,856 | 157 | $44,274 |
| Molded Dimensions, LLC 401(k) Salary Reduction Plan & Trust | Molded Dimensions | $15,408,024 | 210 | $50,168 |
| First Federal Savings Bank Salary Savings 401(k) Plan | First Federal Savings Bank | $15,380,260 | 116 | $37,531 |
| Asyst Technologies Retirement Savings Plan | Asyst Technologies | $13,313,224 | 143 | $43,961 |
| L.F. George, Inc. 401(k) Savings Plan | L.F. George | $13,242,404 | 130 | $51,995 |
| Johnson & Quin, Inc. Retirement Plan | Johnson & Quin | $12,397,268 | 112 | $42,620 |
| Orion Bancorporation, Inc. Retirement Savings Plan | Orion Bancorporation | $10,901,507 | 136 | $31,532 |
| Super Steel LLC Retirement & Savings Plan | Super Steel | $8,056,085 | 193 | $24,900 |
| The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan | Everbrite | $4,381,748 | 240 | $6,166 |
| Bartolotta Management Group 401(k) Plan | Bartolotta Management Group | $3,008,223 | 113 | $14,625 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.