401(k) · DOL Form 5500 · 2024

Spectrum Investment Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 22
Participants Small participant base: 51st
Percentile by assets National rank: $368,859
Avg per participant High balance/head

Official DOL plan name: Spectrum Investment Advisors, Inc. 401(k) Plan · Sponsored by Spectrum Investment Advisors, Inc. · Wisconsin · Finance & Insurance

$8M in assets, 22 participants

Spectrum Investment Advisors, Inc.'s Spectrum Investment Advisors, Inc. 401(k) Plan reported $8M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#3,044 in Finance & Insurance (8,549 peers)

2024 asset change

Spectrum Investment Advisors, Inc. 401(k) Plan grew sharply 15.7% in 2024 ($7M → $8M) for 22 participants.

#3,044
in Finance & Insurance (8,549 peers): +15.7%
assets growth YoY

Spectrum Investment Advisors, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Spectrum Investment Advisors, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,114,900 Top 49% higher than 51% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Spectrum Investment Advisors, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spectrum Investment Advisors, Inc. 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 391828175 · Spectrum Investment Advisors, Inc. PY 2024 · 401(k)

Spectrum Investment Advisors, Inc. 401(k) Plan · $8M · 22 · 51st

PCT $8M
PCT 22
PCT 51st
PCT 401(k)
PCT near Radix Wire & Cable, LLC 401(k) Plan
PCT ind #3044

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Spectrum Investment Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	391828175
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Spectrum Investment Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Spectrum Investment Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Spectrum Investment Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Radix Wire & Cable, LLC 401(k) Plan in OH ($8M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Radix Wire & Cable, LLC 401(k) Plan (OH) $8M · 83
Kelsey National Corporation Retirement Plan (CA) $8M · 22
Visit San Antonio 401(k) Plan (TX) $8M · 73
Sanguine Gas Exploration, L.L.C. 401(k) Plan (OK) $8M · 32

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
Lycera Corp 401(k) Plan (PA) 22 · 0 off
H3meier Corporation 401(k) Plan (NE) 22 · 0 off
Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spectrum Investment Advisors, Inc. 401(k) Plan assets move in 2024? ▼

Spectrum Investment Advisors, Inc. 401(k) Plan grew sharply - up 15.7% during 2024, from $7M to $8M. Reported net income was $1M.

Which 401(k) plans are similar in size to Spectrum Investment Advisors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Radix Wire & Cable, LLC 401(k) Plan in OH ($8M, 83 participants).

Which 401(k) plans cover a similar participant headcount to Spectrum Investment Advisors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391828175.