Plan Snapshot
- Plan Sponsor: Spectrum Investment Advisors, INC.
- Sponsor EIN: 391828175
- Sponsor Address: 6329 WEST MEQUON ROAD, MEQUON, WI, 53092
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $8.1M
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 | 25 | $8.1M | $246,500 | $340,093 |
| 2023 | 35 | $7.0M | $214,976 | $331,172 |
| 2022 | 35 | $5.6M | $254,745 | $336,756 |