Plan Ledger DOL Form 5500 · updated monthly

Self Storage Management LLC401(k)

SELF STORAGE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.70%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Self Storage Management LLC reported $25,556 in plan administrative expenses for 2022: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,491 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,786th of 2,160), and 1,880th of 2,677 in transportation & warehousing. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,371,604
Participants with balances59
Active participants94
Employer contributions$140,167
Employee contributions$253,185
Employer contribution per active participant$1,491
Average account balance$57,146
Benefits paid to participants$225,476
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,291
Investment management$14,265
Total administrative$25,556
The Self Storage Management LLC 401(k) match · 2022
Employer contribution per active participant$1,491
Median for plans this size$1,114

Self Storage Management LLC's 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$25,556 · 0.70%
Similar plansTransportation & Warehousing · Georgia
Future Forwarding Company GA$3.8M · 0.27%
Glovis Georgia, LLC GA$3.4M · 0.10%
Verida, Inc. GA$3.4M · 3.11%
Relay Payments Inc. GA$3.2M · 1.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272252786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.