Who sponsors the Spectrum Intermediate 401(K) Plan?

Spectrum Intermediate 401(K) Plan is reported as sponsored by Spectrum Intermediate, LLC (EIN 83-4688659, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Spectrum Intermediate 401(K) Plan?

The latest Form 5500 filing year loaded for Spectrum Intermediate 401(K) Plan is 2023.

How many participants does Spectrum Intermediate 401(K) Plan report?

Spectrum Intermediate 401(K) Plan reports 119 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Spectrum Intermediate 401(K) Plan?

Spectrum Intermediate 401(K) Plan reports $829,700 in end-of-year plan assets in its latest loaded Form 5500 filing.

Spectrum Intermediate 401(K) Plan — Form 5500 plan (Spectrum Intermediate, LLC)

Plain-English plan 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, Spectrum Intermediate 401(K) Plan is a benefit plan reported by Spectrum Intermediate, LLC under EIN 83-4688659 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $829,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Spectrum Intermediate, LLC
EIN: 83-4688659
Plan number: 001
Plan type: 2
Location: Draper, UT
Latest filing year: 2023
Participants: 119
End-of-year plan assets: $829,700

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	119	H, C	20240925161009NAL0015019505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $829,700
Total liabilities (EOY): $0
Net assets (EOY): $829,700
Net assets (BOY): $510,143

Income & contributions

Employer contributions: $7,203
Participant contributions: $218,207
Total contributions: $241,715
Total income / additions: $356,832

Expenses & distributions

Benefits paid: $26,609
Administrative expenses: $10,666
Total expenses: $37,275
Net increase / (decrease): $319,557

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company	RECORDKEEPER	$7,281	$0	2023
Lpl Financial	INVESTMENT ADVISOR	$2,843	not reported in the loaded dataset	2023
Wc Administrators LLC	CONTRACT ADMIN.	$682	not reported in the loaded dataset	2023
Leafhouse Financial Advisors, LLC	OTHER	$509	not reported in the loaded dataset	2023