AUMdb

Storage Mart 401(k) Plan

Sponsored by Tkg Storagemart Partners, Lp · EIN 431865110 · Plan #001

Total assets
$33.3M
Net assets
$33.3M
Active participants
609
With balances
704

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $13,836
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $5,751