Plan Snapshot
- Plan Sponsor: Secretariat Advisors LLC
- Sponsor EIN: 824596089
- Sponsor Address: 1175 PEACHTREE STREET NE, ATLANTA, GA, 30361
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $36.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 363 | $36.5M | $1.1M | $4.7M |
| 2023 | 251 | $20.0M | $943,868 | $2.5M |
| 2022 | 76 | $12.7M | $719,175 | $2.2M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $101,062 | — | $96,568 | — | — |
| 2023 | $59,318 | — | $59,318 | — | — |
| 2022 | — | — | — | — | — |