The Spectris Group Safe Harbor 401(K) Retirement Plan — Form 5500 plan (Spectris, Inc.)
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, The Spectris Group Safe Harbor 401(K) Retirement Plan is a benefit plan reported by Spectris, Inc. under EIN 51-0363173 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,725 participants and $274,619,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectris, Inc.
- EIN
- 51-0363173
- Plan number
- 003
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 2,725
- End-of-year plan assets
- $274,619,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,725 | H, C | 20241003141238NAL0017839872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $274,619,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,619,757
- Net assets (BOY)
- $261,364,208
Income & contributions
- Employer contributions
- $6,562,156
- Participant contributions
- $11,909,400
- Total contributions
- $21,262,322
- Total income / additions
- $62,045,672
Expenses & distributions
- Benefits paid
- $41,902,764
- Administrative expenses
- $438,084
- Total expenses
- $42,360,006
- Net increase / (decrease)
- $19,685,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $237,994 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | NONE | $111,426 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $79,800 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $8,333 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $532 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectris, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westborough, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation