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Original filing (PDF)20251015123321NAL0002295859001
MY SECURE ADVANTAGE
Form 5500
FILING_RECEIVED
MY SECURE ADVANTAGE 401(K)PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
132
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MY SECURE ADVANTAGE.
Plan sponsor
Name
MY SECURE ADVANTAGE
EIN
68-0115281
Address
3001 LAVA RIDGE COURT · #250 · ROSEVILLE, CA · 95661
Phone
(888) 724-2326
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 45-1564286 | — | RECORDKEEPER | $37K | — |
Investments
34 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 K Mutual Fund | — | — | — | $951K | 12.8% | |
| BlackRock LifePath Index 2035 K Mutual Fund | — | — | — | $815K | 11.0% | |
| BlackRock LifePath Index 2030 K Mutual Fund | — | — | — | $728K | 9.8% | |
| BlackRock LifePath Index Retire K Mutual Fund | — | — | — | $645K | 8.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $635K | 8.6% | |
| BlackRock LifePath Index 2040 K Mutual Fund | — | — | — | $527K | 7.1% | |
| BlackRock LifePath Index 2045 K Mutual Fund | — | — | — | $462K | 6.2% | |
| BlackRock LifePath Index 2055 K Mutual Fund | — | — | — | $379K | 5.1% | |
| Fidelity Large Cap Growth Index Institutional Premier Mutual Fund | — | — | — | $339K | 4.6% | |
| PIMCO Income Fund Institutional Mutual Fund | — | — | — | $338K | 4.6% | |
| Vanguard Explorer Fund Admiral Mutual Fund | — | — | — | $249K | 3.4% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $203K | 2.7% | |
| BlackRock LifePath Index 2060 K Mutual Fund | — | — | — | $201K | 2.7% | |
| John Hancock Stable Value Guaranteed Income Fully Benefit-Responsive Investment Contract | — | — | — | $138K | 1.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $117K | 1.6% | |
| Vanguard International Growth Fund Admiral Mutual Fund | — | — | — | $99K | 1.3% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $98K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $96K | 1.3% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $63K | 0.9% | |
| Vanguard Value Index Fund Admiral Mutual Fund | — | — | — | $51K | 0.7% | |
| The Bond Fund of America R6 Mutual Fund | — | — | — | $45K | 0.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $37K | 0.5% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $37K | 0.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $26K | 0.3% | |
| BlackRock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $22K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $22K | 0.3% | |
| DFA Inflation-Protected Securities I Mutual Fund | — | — | — | $14K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $13K | 0.2% | |
| JPMorgan U.S. Government Money Market Fund Capital Shares Mutual Fund | — | — | — | $13K | 0.2% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $10K | 0.1% | |
| BlackRock LifePath Index 2065 K Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard International Value Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard Total International Bond Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| DFA International Small Company Portfolio Class L Mutual Fund | — | — | — | $6K | <0.1% |
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