Alyssa Quill signed Storage Asset Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Storage Asset Management, LLC's EIN is 27-2449301.
Download the official 2024 Form 5500 (PDF) for Storage Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Storage Asset Management, LLC's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | 23-0558310 | — | BROKER | $88K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking Account | Other securities | — | $1.5M | $1.5M | 71.9% | |
| [Assets held in interest-bearing cash] | Other | — | — | $572K | 28.1% |
| — |
| PATIENT ADVOCATE |
| $20K |
| — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$610 | — |
