How big is Spectrum Wealth Management's plan?

Spectrum Wealth Management's plan reported $85K in assets and 2 participants for 2024.

Original filing (PDF)20260209104208NAL0001386529001

Spectrum Wealth Management

Name: Spectrum Wealth Management — Spectrum Wealth, Form 5500 (2024)
Creator: Spectrum Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spectrum Wealth Management 401(k)

401(k) retirement plan · Spectrum Wealth Management's Spectrum Wealth Management 401(k) held $85K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Paige Lunghino signed Spectrum Wealth Management's 2024 Form 5500 as plan administrator.

Paige Lunghino — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spectrum Wealth Management's EIN is 05-0581012.

EIN 05-0581012

Plan number 001

Plan year 2024

ACK ID 20260209104208NAL0001386529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spectrum Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spectrum Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPECTRUM WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SPECTRUM WEALTH MANAGEMENT

EIN

all filings

Address

4925 MAIN ST. SUITE 202 · AMHERST, NY · 14226

Phone

(716) 221-2144

Industry

Finance & Insurance

Plan administrator