How big is Stansberry Asset Management LLC's plan?

Stansberry Asset Management LLC's plan reported $2.4M in assets and 36 participants for 2024.

Original filing (PDF)20251007150055NAL0011822722001

Stansberry Asset Management LLC

Name: Stansberry Asset Management LLC — Stansberry Asset, Form 5500 (2024)
Creator: Stansberry Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stansberry Asset Management LLC 401(k) Plan

401(k) retirement plan · Stansberry Asset Management LLC's Stansberry Asset Management LLC 401(k) Plan held $2.4M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

George Stock signed Stansberry Asset Management LLC's 2024 Form 5500 as plan administrator.

George Stock — 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

Stansberry Asset Management LLC's EIN is 47-5659094.

EIN 47-5659094

Plan number 001

Plan year 2024

ACK ID 20251007150055NAL0011822722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stansberry Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stansberry Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STANSBERRY ASSET MANAGEMENT LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off