Spectrio, LLC 401(K) Plan — Form 5500 plan (Spectrio, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Spectrio, LLC 401(K) Plan is a benefit plan reported by Spectrio, LLC under EIN 37-1423708 and plan number 003. The latest loaded filing year is 2023. The filing reports 446 participants and $7,838,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectrio, LLC
- EIN
- 37-1423708
- Plan number
- 003
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $7,838,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20241004161756NAL0005816307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,838,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,838,072
- Net assets (BOY)
- $6,016,204
Income & contributions
- Employer contributions
- $220,060
- Participant contributions
- $1,434,022
- Total contributions
- $1,821,492
- Total income / additions
- $2,943,196
Expenses & distributions
- Benefits paid
- $1,047,404
- Administrative expenses
- $45,741
- Total expenses
- $1,121,328
- Net increase / (decrease)
- $1,821,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,343 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,805 | $0 | 2023 |
| Pps Pension & Financial Services | CONTRACT ADMIN | $7,658 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,881 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectrio, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Pps Pension & Financial Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation