Sponsor portfolio
SPECTRUM WEALTH ADVISORY GROUP, LLC
EIN 83-1601204financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
9
5925 GRANITE LAKE DRIVE, SUITE 130 - GRANITE BAY, CA 95746916-772-5970spectrumw.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPECTRUM WEALTH ADVISORY GROUP 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 9 | 2024 |
Retirement plans