How big is Spectrum Wealth Advisory Group, LLC's plan?

Spectrum Wealth Advisory Group, LLC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250919113518NAL0005320114001

Spectrum Wealth Advisory Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Spectrum Wealth Advisory Group 401(k) Profit Sharing Plan

401(k) retirement plan · Spectrum Wealth Advisory Group, LLC's Spectrum Wealth Advisory Group 401(k) Profit Sharing Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Spectrum Wealth Advisory Group, LLC's EIN is 83-1601204.

EIN 83-1601204

Plan number 001

Plan year 2024

ACK ID 20250919113518NAL0005320114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spectrum Wealth Advisory Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, profit-sharing.

Decision-maker contacts

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