Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPECTRUM WEALTH STRATEGIES, LLC
EIN 99-0417781Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$620K assets
Welfare
0
Participants
19
13455 NOEL RD., 20TH FLOOR - DALLAS, TX 75240972-455-4346
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $620K assets / 19 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 WEALTH STRATEGIES LLC PROFIT SHARING PLAN
ProfitSharing
Assets$468K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SPECTRUM WEALTH STRATEGIES LLC 401(K) PLAN
401k
Assets$152K
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 WEALTH STRATEGIES LLC PROFIT SHARING PLAN | ProfitSharing | $468K | 12 | 2025 | |
| 003 | SPECTRUM WEALTH STRATEGIES LLC 401(K) PLAN | 401k | $152K | 7 | 2025 |
Retirement plans