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Original filing (PDF)20251010083034NAL0007809057001
IRON MOUNTAIN INCORPORATED
Form 5500
FILING_RECEIVED
THE IRON MOUNTAIN COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
10,113
Accounts w/ balance
12,827
Plan assets (EOY)
$943.1M
Net assets (EOY)
$943.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 10 bps in Schedule C fees — 64% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRON MOUNTAIN INCORPORATED.
Plan sponsor
Name
IRON MOUNTAIN INCORPORATED
EIN
23-2588479
Address
1101 ENTERPRISE DRIVE · ROYERSFORD, PA · 19468
Phone
(855) 462-7547
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $685K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $90K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $89K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $63K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
13 direct securities · 19 pooled funds· $941.4M(100% of reported assets)
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.
Common Collective Trust
$698.1M
18 holdings
Uncategorized
$184.6M
13 holdings
Pooled Separate Account
$58.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $34.4M | 3.6% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $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 | — | — | — | $21.1M | 2.2% | |
| Notes receivable from participants Loans to participants, interest rates ranging from 4.25% to 9.50% with various maturities | — | — | — | $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 | — | — | — | $7.9M | 0.8% | |
| VANG INFL PROT INST Mutual Fund | — | — | — | $7.4M | 0.8% | |
| BROKERAGELINK Self-directed Brokerage Account | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $350K | <0.1% | |
| CRLN E MID CAP GR R6 Mutual Fund | — | — | — | $158K | <0.1% | |
| FIMM GOVT INST Money Market Fund | — | — | — | $6K | <0.1% |