Spectrum Investment — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Spectrum Investment is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $314,603 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $314,603
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $314,603
- Filings
- 5
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Convergint Technologies, LLC | IL | 1 | $161,962 |
| Ejot Atf, Lp | IL | 1 | $66,961 |
| Helgesen Industries, Inc. | WI | 1 | $45,111 |
| Equix Holdings, Inc. | WI | 1 | $40,569 |
State footprint
Plans reporting Spectrum Investment are sponsored in IL (2), WI (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Convergint Technologies, LLC | Convergint Technologies LLC 401(K) Profit Sharing Plan | 2023 | $161,962 | not reported in the loaded dataset |
| Ejot Atf, Lp | Ejot Atf, Lp Wellness & Savings Plan | 2023 | $66,961 | not reported in the loaded dataset |
| Helgesen Industries, Inc. | Helgesen Industries, Inc. Profit Sharing 401(K) Plan | 2023 | $45,111 | not reported in the loaded dataset |
| Equix Holdings, Inc. | 401(K) Retirement Savings Plan | 2023 | $30,419 | not reported in the loaded dataset |
| Equix Holdings, Inc. | 401(K) Retirement Savings Plan | 2023 | $10,150 | not reported in the loaded dataset |
Related Form 5500 pages
- Convergint Technologies LLC 401(K) Profit Sharing Plan (plan 001)
- Convergint Technologies, LLC — all reported plans
- Ejot Atf, Lp Wellness & Savings Plan (plan 002)
- Ejot Atf, Lp — all reported plans
- Helgesen Industries, Inc. Profit Sharing 401(K) Plan (plan 001)
- Helgesen Industries, Inc. — all reported plans
- 401(K) Retirement Savings Plan (plan 001)
- Equix Holdings, Inc. — all reported plans
- 401(K) Retirement Savings Plan (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources