Plan Snapshot
- Plan Sponsor: Metro Mini Storage
- Sponsor EIN: 630876674
- Sponsor Address: 100 METRO PKWY, PELHAM, AL, 35124
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $8.6M
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 | 377 | $8.6M | $442,119 | $694,818 |
| 2023 | 345 | $7.3M | $390,904 | $556,243 |
| 2022 | 301 | $5.9M | $270,776 | $389,786 |
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 |
|---|---|---|---|---|
| PEARCE BEVILL LEESBURG MOORE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEARCE BEVILL LEESBURG MOORE — 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 | $41,341 | $18,304 | — | — | — |
| 2023 | $37,288 | $15,763 | — | — | — |
| 2022 | $20,070 | — | — | — | — |