How big is Spectrum Financial Alliance, Ltd., LLC's plan?

Spectrum Financial Alliance, Ltd., LLC's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250627070813NAL0005199763002

Spectrum Financial Alliance, Ltd., LLC

Name: Spectrum Financial Alliance, Ltd., LLC — Form 5500 Plan 001 (2024)
Creator: Spectrum Financial Alliance, Ltd., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spectrum Financial Alliance, Ltd., LLC 401(k) Plan

401(k) retirement plan · Spectrum Financial Alliance, Ltd., LLC's Spectrum Financial Alliance, Ltd., LLC 401(k) Plan held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Deborah MALM signed Spectrum Financial Alliance, Ltd., LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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 Financial Alliance, Ltd., LLC's EIN is 52-2237781.

EIN 52-2237781

Plan number 001

Plan year 2024

ACK ID 20250627070813NAL0005199763002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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