Plan Snapshot
- Plan Sponsor: Cubesmart, L.P.
- Sponsor EIN: 341837021
- Sponsor Address: 5 OLD LANCASTER RD, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 2,630
- Total Assets: $59.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,630 | $59.7M | $1.9M | $5.3M |
| 2023 | 2,504 | $47.3M | $1.7M | $4.8M |
| 2022 | 2,327 | $37.8M | $1.6M | $4.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $246,040 | — | $246,040 |
| REGIONS BANK | NONE | $35,000 | — | $35,000 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $281,040
- Estimated Expense Ratio: 0.470% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $272,690 | — | — | — | — |
| 2023 | $219,797 | — | — | — | — |
| 2022 | $196,411 | — | $34,999 | — | — |