How big is Spectrum Source Brokerage, LLC's plan?

Spectrum Source Brokerage, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251014142037NAL0004223552001

Spectrum Source Brokerage, LLC

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

Form 5500-SF

FILING_RECEIVED

Spectrum Source 401(k) Plan

401(k) retirement plan · Spectrum Source Brokerage, LLC's Spectrum Source 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Steve Crowe signed Spectrum Source Brokerage, LLC's 2024 Form 5500 as plan administrator.

Steve Crowe — 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 Source Brokerage, LLC's EIN is 35-2060058.

EIN 35-2060058

Plan number 001

Plan year 2024

ACK ID 20251014142037NAL0004223552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spectrum Source Brokerage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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