2023 Form 5500 filing — The Spectris Group Safe Harbor 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003141238NAL0017839872001) for The Spectris Group Safe Harbor 401(K) Retirement Plan, reported by Spectris, Inc. under EIN 51-0363173 and plan number 003. It reports 2,725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003141238NAL0017839872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectris, Inc.
- EIN
- 51-0363173
- Plan number
- 003
- Location
- Westborough, MA
- Participants
- 2,725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,619,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,619,757
- Employer contributions
- $6,562,156
- Participant contributions
- $11,909,400
- Total income / additions
- $62,045,672
- Benefits paid
- $41,902,764
- Administrative expenses
- $438,084
- Total expenses
- $42,360,006
- Net increase / (decrease)
- $19,685,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $237,994 | $0 |
| Creative Planning Holdco LLC Dba Cr | NONE | $111,426 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $79,800 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $8,333 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $532 | not reported in the loaded dataset |