Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STORAGE ASSESSMENTS LLC
EIN 20-4159911information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
11
2232 TEAKWOOD LANE - PLANO, TX 75075972-578-2708storageassessments.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STORAGE ASSESSMENTS LLC 401(K) PLAN
401k
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STORAGE ASSESSMENTS LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STORAGE ASSESSMENTS LLC 401(K) PLAN | 401k | $3.1M | 6 | 2025 | |
| 002 | STORAGE ASSESSMENTS LLC CASH BALANCE PLAN | CashBalance | $3.0M | 5 | 2024 |
Retirement plans