Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPECTRUM STRATEGIES, LLC
EIN 81-1358265individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$431K assets
Welfare
0
Participants
17
13455 NOEL RD., 20TH FLOOR - DALLAS, TX 75240972-455-4346spectrum-sitters.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $431K assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SPECTRUM STRATEGIES LLC PROFIT SHARING PLAN
ProfitSharing
Assets$330K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SPECTRUM STRATEGIES, LLC 401(K) PLAN
401k
Assets$101K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPECTRUM STRATEGIES LLC PROFIT SHARING PLAN | ProfitSharing | $330K | 10 | 2024 | |
| 003 | SPECTRUM STRATEGIES, LLC 401(K) PLAN | 401k | $101K | 7 | 2024 |
Retirement plans