Spectrum Mortgage Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spectrum Mortgage Group, INC.
  • Sponsor EIN: 650244044
  • Sponsor Address: 2511 ANDERSON ROAD, CORAL GABLES, FL, 33134
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.8M$45,139$107,000
20234$2.5M$43,073$99,375
20224$2.2M$36,819$95,000

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