Original filing (PDF)20251015124538NAL0009650178001

SPECTRUM PROPERTIES MANAGEMENT COMPANY

Name: SPECTRUM PROPERTIES MANAGEMENT COMPANY — THE SPECTRUM PROPERTIES RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: SPECTRUM PROPERTIES MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

THE SPECTRUM PROPERTIES RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

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 PROPERTIES MANAGEMENT COMPANY.

Plan sponsor

Name

SPECTRUM PROPERTIES MANAGEMENT COMPANY

EIN

56-1657184

Address

300 S TRYON ST STE 200 · CHARLOTTE, NC · 282023393

Phone

(704) 358-1000

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

$10.9M · 297 participants

CAPITOL COAL AND COKE COMPANY

CAPITOL COAL AND COKE COMPANY EMPLOYEES PROFIT SHARING PLAN

$10.8M · 27 participants

CARSON ESTATE TRUST

CARSON ESTATE TRUST 401(K) PROFIT SHARING PLAN

$11.1M · 20 participants

TRI-W ENTERPRISES, INC.

TRI-W ENTERPRISES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

$11.2M · 6 participants