Spectrum Equity Management, Inc.'s EIN is 04-3190022.
Download the official 2024 Form 5500 (PDF) for Spectrum Equity Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spectrum Equity Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC | 95-2887986 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Individually Directed Brokerage Accounts Various | Self-Directed Brokerage | — | — | $65.2M | 97.5% |
