Original filing (PDF)20260209104208NAL0001386529001

SPECTRUM WEALTH MANAGEMENT

Name: SPECTRUM WEALTH MANAGEMENT — SPECTRUM WEALTH MANAGEMENT 401(K), Form 5500 (2024)
Creator: SPECTRUM WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SPECTRUM WEALTH MANAGEMENT 401(K)

401(k) retirement plan

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

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).

Decision-maker contacts

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

Plan sponsor

Name

SPECTRUM WEALTH MANAGEMENT

EIN

05-0581012all filings

Address

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

Phone

(716) 221-2144

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