Darrel Zaleski signed Spectrum Insurance Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spectrum Insurance Group, LLC's EIN is 20-8656116.
Download the official 2024 Form 5500 (PDF) for Spectrum Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spectrum Insurance Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | INVESTMENT ADVISOR | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | — | $2.4M | 16.0% | |
| Fidelity LC Grth Idx Inst Prem Mutual Fund | Common Collective Trusts | — | — | $2.0M | 13.0% | |
| PUTNUM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 12.7% | |
| Fidelity US Bond Index Fd Mutual Fund | Mutual Funds | — | — | $1.5M | 10.1% | |
| Fidelity LC Val Idx Inst Prem Mutual Fund | Common Collective Trusts | — | — | $1.5M | 10.0% | |
| Federated Ttl Ret Bd Coll Inv Collective Investment Trust | Common Collective Trusts | — | — | $1.4M | 9.3% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.4M | 9.3% | |
| JANUS HENDERSON ENTERPRISE COLLECTI GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $801K | 5.3% | |
| Fidelity Total Intl Index Mutual Fund | Mutual Funds | — | — | $686K | 4.5% | |
| Allspring Spc Mid Cap Value A Mutual Fund | Other securities | — | — | $661K | 4.4% | |
| American EuroPacific Growth R6 Mutual Fund | Other securities | — | — | $636K | 4.2% | |
| Natixis VN SC Value Fund A Mutual Fund | Other securities | — | — | $451K | 3.0% | |
| Harbor Small Cap Growth Inst Mutual Fund | Other securities | — | — | $450K | 3.0% | |
| JOHCM Emerging Mkts Opport Adv Mutual Fund | Other securities | — | — | $401K | 2.6% | |
| Notes receivable from participants Bearing interest at 5.25%-10.5% - | Bonds / Notes | — | — | $234K | 1.5% | |
| JPMorgan US Govt MMkt Cap Cl Mutual Fund | Other securities | — | — | $17K | 0.1% | |
| Fidelity Sm Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $15K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
