# Spectrum Investment Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spectrum-investment-advisors-inc-401k-plan

> Spectrum Investment Advisors, INC.'s 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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