Plan Snapshot
- Plan Sponsor: Extra Space Management, INC.
- Sponsor EIN: 870405300
- Sponsor Address: 2795 E. COTTONWOOD PKWY, SALT LAKE CITY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 8,740
- Total Assets: $168.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8,740 | $168.4M | $8.1M | $17.8M |
| 2023 | 6,495 | $136.4M | $6.5M | $14.2M |
| 2022 | 4,176 | $94.3M | $5.1M | $10.8M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $396,952 | $51,250 | $900 | — | — |
| 2023 | $300,191 | $75,000 | — | — | — |
| 2022 | $348,502 | — | — | — | — |