Storage Asset Management, Llc 401(k) Profit Sharing Plan
Sponsored by Storage Asset Management, Llc · EIN 272449301 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 664
- With balances
- 354
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $34,136 |
| Edward Jones | Investment advisory (plan) | $27,455 |
| Siegel Actuarial Consulting, Inc. | Contract administrator | $9,510 |