# Ironmountain Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ironmountain-solutions-inc-401k-plan

> Ironmountain Solutions, INC.&#39;s 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ironmountain Solutions, INC.

- **Sponsor EIN:** 263878694

- **Sponsor Address:** 300 VOYAGER WAY, HUNTSVILLE, AL, 35806

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

- **Total Participants:** 334

- **Total Assets:** $46.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|334|$46.7M|$2.7M|$3.8M|

| 2023|325|$38.4M|$2.4M|$3.6M|

| 2022|298|$29.2M|$2.2M|$3.3M|

## 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|

| WAVERLY ADVISORS LLC|ADVISOR|$47,219|—|$47,219|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$35,247|—|$35,247|

| BMSS, LLC|Auditor|—|—|$0|

### 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

- [BMSS, LLC](https://planprovider.pro/provider/bmss-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,466

- **Estimated Expense Ratio:** 0.176% 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|$82,466|$47,219|—|—|—|

| 2023|$72,505|$41,550|$300|—|—|

| 2022|$69,231|—|—|—|—|

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