Secretariat Advisors 401(k) match, vesting and fees
What Secretariat Advisors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Secretariat Advisors: employer contribution per participant | $4,057 | |
| Peer median | $2,682 |
| Secretariat Advisors: average balance | $112,364 | |
| Peer median | $99,496 |
| Secretariat Advisors: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13M at the end of plan year 2021 to $56.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 529 | $56.2M | $2M | $4,057 | 0.20% | Not published | Form 5500 ↗ |
| 2024 | 440 | $36.5M | $1.1M | $2,832 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 308 | $20M | $944K | $4,673 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 77 | $12.7M | $719K | $9,463 | 0.35% | Not published | 5500-SF ↗ |
| 2021 | 77 | $13M | $356K | $4,688 | 0.17% | Not published | 5500-SF ↗ |
Common questions
Does Secretariat Advisors match 401(k) contributions?
The match terms for the Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $4,057 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Secretariat Advisors 401(k) match vested?
The vesting schedule for the Secretariat Advisors LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Secretariat Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Company. The plan administrator is Secretariat Advisors LLC.
I left Secretariat Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Secretariat Advisors LLC, (828) 270-6720) or the recordkeeper, John Hancock Life Insurance Company. The Secretariat Advisors old 401(k) page lists the contacts from every plan filing. Find an old Secretariat Advisors 401(k)
Data from the public Form 5500 annual reports Secretariat Advisors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Secretariat Advisors. Not financial advice. Report a correction · Methodology