How big is Spectrum Dynamic Research's plan?

Spectrum Dynamic Research's plan reported $771K in assets and 12 participants for 2024.

Original filing (PDF)20250612065116NAL0027897120001

Spectrum Dynamic Research

Name: Spectrum Dynamic Research — Form 5500 (2024)
Creator: Spectrum Dynamic Research
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Spectrum Dynamic Research held $771K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

People on this filing

Swanna YU signed Spectrum Dynamic Research's 2024 Form 5500 as plan administrator.

Swanna YU — 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 Dynamic Research's EIN is 84-4203232.

EIN 84-4203232

Plan number 001

Plan year 2024

ACK ID 20250612065116NAL0027897120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spectrum Dynamic Research from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spectrum Dynamic Research's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 DYNAMIC RESEARCH.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SPECTRUM DYNAMIC RESEARCH

EIN

all filings

Address

7201 E HENKEL WAY SUITE 115 , SC · SCOTTSDALE, AZ · 85255

Phone

(415) 625-9755

Industry

Professional & Technical Services

Plan administrator