Plan Ledger DOL Form 5500 · updated monthly

West Coast Self-Storage Group, LLC401(k)

WEST COAST SELF-STORAGE RETIREMENT PLAN · EVERETT, WA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

West Coast Self-Storage Group, LLC reported $2,825 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $169 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.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Washington (1,538th of 1,714), and 1,806th of 2,096 in real estate & leasing. In 2024, employees put in $16.52 for every $1.00 the employer contributed; active participation has shrunk from 195 to 144 since 2022.

Plan summary
Net assets, end of year$2,411,804
Participants with balances137
Active participants144
Employer contributions$24,358
Employee contributions$402,433
Employer contribution per active participant$169
Average account balance$17,604
Benefits paid to participants$158,992
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, RAYMOND & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 137 accts · $24K emplr
2023$1.9M · 105 accts · $23K emplr
2022$1.4M · 107 accts · $20K emplr
The West Coast Self-Storage Group, LLC 401(k) match · 2024
Employer contribution per active participant$169
Median for plans this size$1,313
2024$169 per active participant
2023$115 per active participant
2022$101 per active participant

West Coast Self-Storage Group, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPITAL GROUP RETIREMENT PLAN SERVI · Custodial (securities)indirect comp
DEFINITI, LLC · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$2,825 · 0.13%
2023$5,061 · 0.31%
2022$3,539 · 0.25%
Same employer
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Forterra Nw WA$4.5M · 0.90%
Idm Apartments, LLC WA$3.8M · 0.96%
11 Capital, LLC WA$3.6M · 1.29%
Axis Residential, LLC WA$2.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205433099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.