How big is My Secure Advantage's plan?

My Secure Advantage's plan reported $7.4M in assets and 97 participants for 2024.

Original filing (PDF)20251015123321NAL0002295859001

My Secure Advantage

Name: My Secure Advantage — My Secure Advantage 401(k)Plan, Form 5500 (2024)
Creator: My Secure Advantage
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

My Secure Advantage 401(k)Plan

401(k) retirement plan · My Secure Advantage's My Secure Advantage 401(k)Plan held $7.4M in plan assets for 97 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

132

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Gretchen YIP signed My Secure Advantage's 2024 Form 5500 as plan administrator.

Gretchen YIP — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

My Secure Advantage's EIN is 68-0115281.

EIN 68-0115281

Plan number 001

Plan year 2024

ACK ID 20251015123321NAL0002295859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for My Secure Advantage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

My Secure Advantage's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MY SECURE ADVANTAGE.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

MY SECURE ADVANTAGE

EIN

all filings

Address

3001 LAVA RIDGE COURT · #250 · ROSEVILLE, CA · 95661

Phone

(888) 724-2326

Industry

Admin Support & Waste Mgmt

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	45-1564286	—	RECORDKEEPER	$37K	—

Investments

34 direct securities· $7.4M(100% of reported assets)

Other securities

$4.9M

13 holdings

Mutual Funds

$1.2M

14 holdings

Common Collective Trusts

$899K

4 holdings

Bonds / Notes

$203K

1 holding

Stable Value

$138K

1 holding

Cash / Money Market

$13K

1 holding

					% of plan
BlackRock LifePath Index 2050 K Mutual Fund	Other securities	—	—	$951K	12.8%
BlackRock LifePath Index 2035 K Mutual Fund	Other securities	—	—	$815K	11.0%
BlackRock LifePath Index 2030 K Mutual Fund	Other securities	—	—	$728K	9.8%
BlackRock LifePath Index Retire K Mutual Fund	Other securities	—	—	$645K	8.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$635K	8.6%
BlackRock LifePath Index 2040 K Mutual Fund	Other securities	—	—	$527K	7.1%
BlackRock LifePath Index 2045 K Mutual Fund	Other securities	—	—	$462K	6.2%
BlackRock LifePath Index 2055 K Mutual Fund	Other securities	—	—	$379K	5.1%
Fidelity Large Cap Growth Index Institutional Premier Mutual Fund	Mutual Funds	—	—	$339K	4.6%
PIMCO Income Fund Institutional Mutual Fund	Mutual Funds	—	—	$338K	4.6%
Vanguard Explorer Fund Admiral Mutual Fund	Mutual Funds	—	—	$249K	3.4%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$203K	2.7%
BlackRock LifePath Index 2060 K Mutual Fund	Other securities	—	—	$201K	2.7%
John Hancock Stable Value Guaranteed Income Fully Benefit-Responsive Investment Contract	Stable Value	—	—	$138K	1.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$117K	1.6%
Vanguard International Growth Fund Admiral Mutual Fund	Mutual Funds	—	—	$99K	1.3%
PGIM High Yield R6 Mutual Fund	Other securities	—	—	$98K	1.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$96K	1.3%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$63K	0.9%
Vanguard Value Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$51K	0.7%
The Bond Fund of America R6 Mutual Fund	Other securities	—	—	$45K	0.6%
Vanguard Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$37K	0.5%
Cohen & Steers Real Estate Securities Z Mutual Fund	Other securities	—	—	$37K	0.5%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$26K	0.3%
BlackRock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$22K	0.3%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$22K	0.3%
DFA Inflation-Protected Securities I Mutual Fund	Mutual Funds	—	—	$14K	0.2%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$13K	0.2%
JPMorgan U.S. Government Money Market Fund Capital Shares Mutual Fund	Cash / Money Market	—	—	$13K	0.2%
DFA Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$10K	0.1%
BlackRock LifePath Index 2065 K Mutual Fund	Other securities	—	—	$8K	0.1%
Vanguard International Value Mutual Fund	Mutual Funds	—	—	$8K	0.1%
Vanguard Total International Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
DFA International Small Company Portfolio Class L Mutual Fund	Mutual Funds	—	—	$6K	<0.1%