Sponsor portfolio

SPECTRUM ASSET MANAGEMENT, INC.

EIN 33-0171752investment managementLatest filing 2025

Plans

Retirement

$3.2M assets

Welfare

Participants

1301 DOVE STREET, SUITE 720 - NEWPORT BEACH, CA 92660949-717-3400myspectrum.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$3.2M - 13 part

Plan deep-dives

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Retirement#002

SPECTRUM ASSET MANAGEMENT, INC. 401(K) PLAN

401k

Assets$3.2M

Participants13

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	SPECTRUM ASSET MANAGEMENT, INC. 401(K) PLAN	401k	$3.2M	13	2025

Retirement plans