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Sponsor portfolio

SPECTRUM SOLUTIONS, INC.

EIN 63-1277338-internet-Latest filing 2025
Plans
3
Retirement
2
$18.4M assets
Welfare
1
$270K premiums
Participants
566
114 CASTLE DRIVE - MADISON, AL 35758256-830-9759spectrumsi.comLinkedIn51-200 employeesinternet
Plans on this EIN
3 filings
#001401k-$12.3M - 197 part#002ESOP-$6.1M - 204 part#501Fully Insured-$270K - 165 lives

Retirement portfolio analytics

2 plans aggregated / $18.4M assets / 401 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SOLUTIONS, INC. 401(K) (#001)67%
  • EMPLOYEE STOCK OWNERSHIP (#002)33%
Total $18.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)204
  • SOLUTIONS, INC. 401(K) (#001)197
Total 401Click row to drill in

Benefits portfolio analytics

1 plan / $270K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$120K
  • Long-term disability$65K
  • Short-term disability$48K
  • Life$37K
  • Other$37K
Total $270K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $270K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPECTRUM SOLUTIONS, INC. 401(K) PLAN

401k

Assets$12.3M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPECTRUM SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.1M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPECTRUM SOLUTIONS, INC.

Fully Insured - THE LINCOLN FINANCIAL GROUP

Premiums$270K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPECTRUM SOLUTIONS, INC. 401(K) PLAN401k$12.3M1972024
002SPECTRUM SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.1M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPECTRUM SOLUTIONS, INC.Fully InsuredTHE LINCOLN FINANCIAL GROUP$270K1652025
Retirement plans
Welfare plans
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