# Spectrum Assembly INC 401(k) Plan
Source: https://planprovider.pro/companies/spectrum-assembly-inc-plan

> Spectrum Assembly INC's 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spectrum Assembly INC

- **Sponsor EIN:** 330556110

- **Sponsor Address:** 6300 YARROW DR # 100, CARLSBAD, CA, 920111542

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

- **Total Participants:** 186

- **Total Assets:** $5.9M

## 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|186|$5.9M|$82,185|$414,804|

| 2023|144|$4.7M|$0|$307,765|

| 2022|152|$4.0M|$0|$314,113|

## 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|

| SAGEPOINT FINANCIAL, INC.|ADVISOR|$11,709|—|$11,709|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,709

- **Estimated Expense Ratio:** 0.199% 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|$15,040|$12,714|$1,466|—|—|

| 2023|$21,412|$9,505|$11,047|—|—|

| 2022|$20,323|$10,104|$10,219|—|—|

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