Capital Spectrum, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Capital Spectrum, INC.
  • Sponsor EIN: 741930638
  • Sponsor Address: PO BOX 17936, AUSTIN, TX, 78760
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $5.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202527$5.2M$33,177$154,662
202427$5.2M$33,177$154,662
202329$4.7M$38,302$160,053
202245$6.0M$28,632$146,460

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