Original filing (PDF)20240209074321NAL0021236995001

SPECTRUM MECHANICAL, LLC

Name: SPECTRUM MECHANICAL, LLC — SPECTRUM MECHANICAL, LLC 401(K) PLAN, Form 5500 (2023)
Creator: SPECTRUM MECHANICAL, LLC

Form 5500-SF

FILING_RECEIVED

SPECTRUM MECHANICAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECTRUM MECHANICAL, LLC.

Plan sponsor

Name

SPECTRUM MECHANICAL, LLC

EIN

47-2813128

Address

2160 SUNNYDALE BLVD · CLEARWATER, FL · 33765

Phone

(727) 535-1202

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-13

Filed

2024-02-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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