What public Form 5500 filings show about the Spectrum Medical, Inc. 401(k) plan — and how to find and check your own account.
Spectrum Medical, Inc. (EIN 54-0883143) reports SPECTRUM MEDICAL, INC. PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $10.5M in plan assets across 88 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Spectrum Medical, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Spectrum Medical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HARRIS HARVEY NEAL & CO LLP.