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  2. Secretariat Advisors LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Secretariat Advisors LLC

EIN 82-4596089-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$56.2M assets
Health & Benefits
1
$926K premiums
Participants
963
1175 PEACHTREE STREET NE, 100 COLONY SQ, SUITE 400 - ATLANTA, GA 30361828-270-6720
Plans on this EIN
2 filings
#001401(k)-$56.2M - 529 part#501Mixed-$926K - 430 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $926K premiums / 430 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$483K
  • Dental$444K
  • Vision$444K
  • Life$401K
  • Short-term disability$401K
  • Long-term disability$401K
Total $926K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$56.2M
Participants529
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SECRETARIAT ADVISORS, LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$926K
Covered lives430
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$56.2M5292025
  • SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST$56.2M
    #001 · 401(k) · 2025529

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SECRETARIAT ADVISORS, LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$926K4302025
  • SECRETARIAT ADVISORS, LLC HEALTH AND WELFARE PLAN$926K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025430
Retirement plans
Health & Benefits plans

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