Misty Palmer signed Iron Mountain Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Mountain Incorporated's EIN is 23-2588479.
Download the official 2024 Form 5500 (PDF) for Iron Mountain Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iron Mountain Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $685K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $90K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $89K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $159.3M | 16.9% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $126.0M | 13.4% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $68.0M | 7.2% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $59.9M | 6.4% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $58.8M | 6.2% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $56.8M | 6.0% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $54.5M | 5.8% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $53.3M | 5.7% | |
| FIAM CORE PLUS CL C FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $44.0M | 4.7% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $42.6M | 4.5% | |
| DODGE & COX STOCK X Mutual Fund | Mutual Funds | — | — | $34.4M | 3.6% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $29.7M | 3.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $29.2M | 3.1% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $26.2M | 2.8% | |
| AF EUROPEAN GROWTH R6 Mutual Fund | Other securities | — | — | $21.1M | 2.2% | |
| Notes receivable from participants Loans to participants, interest rates ranging from 4.25% to 9.50% with various maturities | Bonds / Notes | — | — | $18.9M | 2.0% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.8M | 1.1% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.9% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $7.9M | 0.8% | |
| VANG INFL PROT INST Mutual Fund | Other securities | — | — | $7.4M | 0.8% | |
| BROKERAGELINK Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $5.2M | 0.5% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.5% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $4.2M | 0.5% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.4% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| VANG VMMR-FED MMKT Money Market Fund | Cash / Money Market | — | — | $2.0M | 0.2% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $724K | <0.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $639K | <0.1% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $377K | <0.1% | |
| PIF SMCP VAL II R6 Mutual Fund | Other securities | — | — | $350K | <0.1% | |
| CRLN E MID CAP GR R6 Mutual Fund | Other securities | — | — | $158K | <0.1% | |
| FIMM GOVT INST Money Market Fund | Cash / Money Market | — | — | $6K | <0.1% |
