# West Coast Self-Storage Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/west-coast-self-storage-group-llc-401k-plan

> West Coast Self-Storage Group, LLC's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Coast Self-Storage Group, LLC

- **Sponsor EIN:** 205433099

- **Sponsor Address:** 808 134TH ST. SW, STE. 211B, EVERETT, WA, 98204

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

- **Total Participants:** 144

- **Total Assets:** $2.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|144|$2.4M|$24,358|$402,433|

| 2023|197|$1.9M|$22,589|$337,879|

| 2022|195|$1.4M|$19,619|$317,891|

## 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|

| CLARK, RAYMOND & COMPANY, PLLC|Auditor|—|—|$0|

## 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|$2,825|—|—|—|—|

| 2023|$5,061|—|—|—|—|

| 2022|$3,539|—|—|—|—|

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