# Cubesmart, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/cubesmart-l-p-401k-plan

> Cubesmart, L.P.'s 401(k) plan: 2,630 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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