How big is Storage Recovery Migration SER's plan?

Storage Recovery Migration SER's plan reported $302K in assets and 2 participants for 2024.

Original filing (PDF)20250729010231NAL0002702577001

Storage Recovery Migration SER

Name: Storage Recovery Migration SER — Storage Recovery, Form 5500 (2024)
Creator: Storage Recovery Migration SER
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Storage Recovery Migration SER 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Storage Recovery Migration SER's Storage Recovery Migration SER 401(k) Profit Sharing Plan & Trust held $302K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

People on this filing

JEAN HSU signed Storage Recovery Migration SER's 2024 Form 5500 as plan administrator.

JEAN HSU — 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

Storage Recovery Migration SER's EIN is 84-4110067.

EIN 84-4110067

Plan number 001

Plan year 2024

ACK ID 20250729010231NAL0002702577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Storage Recovery Migration SER from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Storage Recovery Migration SER's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STORAGE RECOVERY MIGRATION SER.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

STORAGE RECOVERY MIGRATION SER

EIN

all filings

Address

325 KAMAUR LN · SANTA CRUZ, CA · 950609738

Phone

(831) 334-4935

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator