# Spectrio, LLC 401(k) Plan
Source: https://planprovider.pro/companies/spectrio-llc-401k-plan

> Spectrio, LLC's 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spectrio, LLC

- **Sponsor EIN:** 371423708

- **Sponsor Address:** 7624 BALD CYPRESS PL, TAMPA, FL, 33614

- **Plan Type:** 401(k)

- **Total Participants:** 347

- **Total Assets:** $9.7M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|347|$9.7M|$211,978|$1.4M|

| 2023|393|$7.8M|$220,060|$1.4M|

| 2022|394|$6.0M|$207,018|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$25,667|—|$25,667|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$21,787|—|$21,787|

| PPS PENSION & FINANCIAL SERVICES|CONTRACT ADMIN|$11,161|—|$11,161|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,544|—|$8,544|

| ASSURANCE DIMENSIONS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,159

- **Estimated Expense Ratio:** 0.693% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$59,814|—|$59,814|—|—|

| 2023|$45,741|—|$45,741|—|—|

| 2022|$41,446|—|$41,446|—|—|

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