Form 5500 Search

SPECTRUM EMPLOYEE BENEFITS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
3,681
Total plan assets
$79.2M
Filings (rows)
11
Direct comp
$145K
Indirect comp
$0

SERVICES PROVIDED

TPA / Administrator5
Recordkeeper3
Other3

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CAROLINA HOME MEDICAL, INC.
CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST
NEW BERN, NC
Recordkeeper
TPA AND RECORDKEEPER
378$20.3M$18K
TOPTAL
TOPTAL RETIREMENT SAVINGS PLAN
WILMINGTON, DE
TPA / Administrator
TPA
182$16.1M$7K
TOPTAL
TOPTAL RETIREMENT SAVINGS PLAN
WILMINGTON, DE
TPA / Administrator
TPA
275$14.6M$6K
AUSTIN 3(16) FIDUCIARY LIMITED
LEGEND FINANCIAL 401(K) POOLED EMPLOYER PLAN
OCEANSIDE, NY
Recordkeeper
RECORDKEEPER AND TPA
557$8.3M$42K
BADGER VALLEY INVESTMENTS, LLC
SETH WADLEY AUTO GROUP 401(K) PLAN
PAULS VALLEY, OK
Other
NONE
303$4.0M$16K
AUSTIN 3(16) FIDUCIARY LIMITED
LEGEND FINANCIAL 401(K) POOLED EMPLOYER PLAN
OCEANSIDE, NY
Recordkeeper
RECORDKEEPER AND TPA
699$3.9M$17K
THE WINTERS GROUP LLC
CROWN SEASONS RETIREMENT PLAN
TULSA, OK
TPA / Administrator
TPA
282$3.3M$12K
BADGER VALLEY INVESTMENTS, LLC
SETH WADLEY AUTO GROUP 401(K) PLAN
PAULS VALLEY, OK
Other
NONE
287$2.9M$9K
THE WINTERS GROUP LLC
CROWN SEASONS RETIREMENT PLAN
TULSA, OK
TPA / Administrator
TPA
251$2.6M$6K
BADGER VALLEY INVESTMENTS, LLC
SETH WADLEY AUTO GROUP 401(K) PLAN
PAULS VALLEY, OK
Other
NONE
243$1.6M$6K
THE WINTERS GROUP LLC
CROWN SEASONS RETIREMENT PLAN
TULSA, OK
TPA / Administrator
TPA
224$1.6M$5K
SPECTRUM EMPLOYEE BENEFITS — Form 5500 Service Provider Profile | Form 5500 Search