How big is Spectrum Group Management, LLC's plan?

Spectrum Group Management, LLC's plan reported $3.8M in assets and 4 participants for 2024.

Original filing (PDF)20251001105143NAL0014135088001

Spectrum Group Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Spectrum Group, LLC Retirement Plan

401(k) retirement plan · Spectrum Group Management, LLC's Spectrum Group, LLC Retirement Plan held $3.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

ADAM BOCK signed Spectrum Group Management, LLC's 2024 Form 5500 as plan administrator.

ADAM BOCK — 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 Group Management, LLC's EIN is 13-4060810.

EIN 13-4060810

Plan number 001

Plan year 2024

ACK ID 20251001105143NAL0014135088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spectrum Group Management, LLC'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 GROUP MANAGEMENT, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 (99th percentile).

Plan sponsor

Name

SPECTRUM GROUP MANAGEMENT, LLC

EIN

all filings

Address

24 WEST CARVER STREET · 2ND FLOOR · HUNTINGTON, NY · 11743

Phone

(212) 687-9555

Industry

Finance & Insurance

Plan administrator