Plan Snapshot
- Plan Sponsor: My Secure Advantage
- Sponsor EIN: 680115281
- Sponsor Address: 3001 LAVA RIDGE COURT, ROSEVILLE, CA, 95661
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $7.4M | $179,361 | $768,848 |
| 2023 | 106 | $6.1M | $1,112 | $539,644 |
| 2022 | 71 | $5.1M | $94,864 | $595,109 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $36,713 | — | $36,713 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,713
- Estimated Expense Ratio: 0.496% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $39,191 | $2,853 | $36,338 | — | — |
| 2023 | $34,111 | $2,444 | $31,667 | — | — |
| 2022 | $35,028 | $2,594 | $32,434 | — | — |