Spectrum Investment ADVI

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

Active participants

6,057

Total plan assets

$315.3M

Filings (rows)

Direct comp

$306K

Indirect comp

$47

Showing only "SPECTRUM INVESTMENT ADVI"

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SPECTRUM INVESTMENT ADVISORS169 SPECTRUM INVESTMENT9 SPECTRUM INVESTMENT ADVI4 SPECTRUM INVESTMENT ADV1

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Convergint Technologies, LLC Convergint Technologies LLC 401(k) Profit-Sharing Plan · all filings	SCHAUMBURG, IL	Advisor / Consultant	5,143	$251.0M	$156K	$0
ATF, Inc. ATF Wellness & Savings Plan · all filings	LINCOLNWOOD, IL	Advisor / Consultant	348	$24.5M	$65K	$0
Helgesen Industries, LLC Helgesen Industries, Inc. Profit Sharing 401(k) Plan · all filings	HARTFORD, WI	Advisor / Consultant	246	$22.1M	$40K	$47
Helgesen Industries, Inc. Helgesen Industries, Inc. Profit Sharing 401(k) Plan · all filings	HARTFORD, WI	Advisor / Consultant	320	$17.8M	$44K	$0