Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 34 in 2023
Providers › Spectrum Investment Advisors
Spectrum Investment Advisors
- Service provider, as named on Schedule C
- EIN 391828175
- Plan year 2024
- Direct compensation reported $1,572,422
Assets of those plans
$2,242,730,003
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,572,422
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 | 11 |
| 16 | Consulting (general) | 4 |
| 99 | Other fees | 4 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 23 | Insurance services | 3 |
| 26 | Investment advisory (participants) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| UCB, Inc. 401(k) Retirement Planrecordkeeper | UCB Holdings | $979,689,325 | 2,922 | $96,598 |
| Convergint Technologies LLC 401(k) Profit-sharing Plan | Convergint Technologies | $376,267,926 | 6,448 | $176,702 |
| Combe Incorporated Employees Savings Planrecordkeeper | Combe | $127,863,841 | 351 | $35,005 |
| Metaltek International, Inc. 401(k) Retirement Plan | Metaltek International | $127,674,150 | 1,008 | $117,246 |
| Badger Mining Corporation 401(k) Savings Plan | Badger Mining | $76,131,070 | 438 | $69,410 |
| Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan | Emergency Medicine Specialists S.C. | $66,615,232 | 244 | $45,762 |
| Van Hoof Companies Retirement and Savings Plan | Warehouse Specialists | $66,422,529 | 1,017 | $122,871 |
| Mypath 401(k) Retirement Plan | Oconomowoc Residential Programs | $39,347,115 | 2,167 | $84,897 |
| Hentzen Coatings, Inc. 401(k) and Profit Sharing Plan | Hentzen Coatings | $38,929,868 | 354 | $57,659 |
| 401(k) Retirement Savings Plan | Equix Holdings | $32,979,368 | 522 | $8,000 |
| Dixon Ticonderoga Company 401(k) Plan | Dixon Ticonderoga | $31,740,296 | 233 | $68,507 |
| Ejot ATF, LP Wellness & Savings Plan | Ejot ATF | $27,741,844 | 351 | $70,827 |
| Ownersedge, Inc. 401(k) Profit Sharing Plan | Ownersedge | $24,680,840 | 390 | $32,189 |
| Kickhaefer Manufacturing Company 401(k) Plan | Kickhaefer Manufacturing | $22,781,140 | 301 | $46,420 |
| Helgesen Industries, Inc. Profit Sharing 401(k) Plan | Helgesen Industries | $22,063,237 | 255 | $40,246 |
| Kendall Packaging Corporation 401(k) Plan | Kendall Packaging | $21,287,572 | 198 | $44,574 |
| Sani-matic, Inc. Retirement Savings Plan | Sani-matic | $20,429,759 | 170 | $52,482 |
| Riteway Bus Service, Inc. 401(k) Plan | Riteway Bus Service | $16,631,867 | 1,682 | $32,261 |
| Carma Laboratories, Inc. 401(k) Profit Sharing Plan | Carma Laboratories | $16,428,002 | 155 | $39,299 |
| Muza Metal Products, LLC 401(k) Savings Plan | Muza Metal Products | $14,570,767 | 197 | $40,990 |
| Zdg/hec 401(k) Plan | Zimmerman Architectural Studios | $14,152,955 | 129 | $41,815 |
| Bank of Luxemburg Employees' Retirement Savings Plan | Bank of Luxemburg | $14,115,193 | 122 | $36,512 |
| ACE World Wide 401(k) Plan | ACE Corporate Support | $12,440,358 | 183 | $31,762 |
| Fytertech Nonwovens, LLC 401(k) Retirement Savings Planrecordkeeper | Fytertech Nonwovens | $11,636,933 | 260 | $33,455 |
| Aries Industries 401(k) Savings Plan | Aries Industries | $10,652,228 | 166 | $38,335 |
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.