Original filing (PDF)20251229132651NAL0009761299001

HEARTLAND SELF STORAGE II

Name: HEARTLAND SELF STORAGE II — HEARTLAND SELF STORAGE II CBS BENEFIT PLAN, Form 5500 (2024)
Creator: HEARTLAND SELF STORAGE II

Form 5500-SF

FILING_RECEIVED

HEARTLAND SELF STORAGE II CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTLAND SELF STORAGE II.

Plan sponsor

Name

HEARTLAND SELF STORAGE II

EIN

20-0536989all filings

Address

227 W POPLAR ST · ELIZABETHTOWN, KY · 42701

Phone

(270) 505-6520

Industry

Real Estatesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

DANKLEFS STORAGE GROUP, LLC

$4K · 3 participants

MTG HOLDINGS LLC

MTG HOLDINGS LLC 401K PLAN

$5K · 9 participants

COMPAK

COMPAK SOCA BENEFIT PLAN

$5K · 18 participants

STORAGE4COMMUNITY

STORAGE4COMMUNITY CBS BENEFIT PLAN

$5K · 8 participants

UNITED WAREHOUSING

UNITED WAREHOUSING CBS BENEFIT PLAN

$3K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.