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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 4 | $2.8M | $45,139 | $107,000 |
| 2023 | 4 | $2.5M | $43,073 | $99,375 |
| 2022 | 4 | $2.2M | $36,819 | $95,000 |