# Iron Mountain Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/iron-mountain-incorporated-401k-plan

> Iron Mountain Incorporated's 401(k) plan: 10,113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iron Mountain Incorporated

- **Sponsor EIN:** 232588479

- **Sponsor Address:** 1101 ENTERPRISE DRIVE, ROYERSFORD, PA, 19468

- **Plan Type:** 401(k)

- **Total Participants:** 10,113

- **Total Assets:** $943.1M

## 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|10,113|$943.1M|$27.7M|$58.8M|

| 2023|9,146|$804.6M|$18.6M|$53.9M|

| 2022|8,643|$651.3M|$15.9M|$45.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$684,549|—|$684,549|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISOR|$90,000|—|$90,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$89,110|—|$89,110|

| RSM US LLP|ACCOUNTANT/AUDITOR|$63,000|—|$63,000|

| GRANT THORNTON LLP|Auditor|$63,000|—|$63,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT/AUDITOR

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $989,659

- **Estimated Expense Ratio:** 0.105% 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|$922,129|$179,110|—|$63,000|—|

| 2023|$788,472|$103,081|—|$61,587|—|

| 2022|$2,405,483|$224,549|$2,121,585|—|—|

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