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Original filing (PDF)20250811080626NAL0007007473001
CUBESMART, L.P.
Form 5500
FILING_RECEIVED
CUBESMART, L.P. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,630
Accounts w/ balance
3,076
Plan assets (EOY)
$59.7M
Net assets (EOY)
$59.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 194% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUBESMART, L.P..
Plan sponsor
Name
CUBESMART, L.P.
EIN
34-1837021
Address
5 OLD LANCASTER RD · MALVERN, PA · 19355
Phone
(610) 535-5013
Industry
Real Estatesee 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
2025-08-11
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $246K | — |
| REGIONS BANK | — | BIRMINGHAM, AL | NONE | $35K | — |
Investments
31 direct securities · 1 pooled fund· $59.7M(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.
Uncategorized
$56.9M
31 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | — | — | — | $5.6M | 9.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $5.4M | 9.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $5.3M | 8.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $4.8M | 8.0% | |
| Vanguard 500 Index Admiral | — | — | — | $4.3M | 7.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $4.2M | 7.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $3.7M | 6.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $3.6M | 6.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.8M | 4.7% | |
| Vanguard Mid Cap Index Inv | — | — | — | $2.6M | 4.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.0M | 3.4% | |
| Vanguard Growth Index Inv | — | — | — | $2.0M | 3.3% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $1.8M | 3.0% | |
| Vanguard Small Cap Index Inv | — | — | — | $1.7M | 2.9% | |
| Vanguard REIT Index Inv | — | — | — | $1.5M | 2.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.4M | 2.3% | |
| Vanguard Value Index Inv | — | — | — | $1.1M | 1.9% | |
| American Funds Euro Pacific Growth R6 | — | — | — | $1.0M | 1.7% | |
| Janus Henderson Balanced Fund | — | — | — | $705K | 1.2% | |
| Vanguard Total International Stock Index | — | — | — | $649K | 1.1% | |
| CubeSmart | — | — | — | $648K | 1.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $627K | 1.0% | |
| Columbia Total Return | — | — | — | $594K | 1.0% | |
| Vanguard Total Bond Index Stock | — | — | — | $323K | 0.5% | |
| Dimensional Fund Advisors U.S. Targeted Value I | — | — | — | $294K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $269K | 0.5% | |
| Vanguard Inflation-Protected Secs Inv | — | — | — | $255K | 0.4% | |
| T. Rowe Price Integrated US Small-Cap Growth Equity | — | — | — | $202K | 0.3% | |
| Massachusetts Financial Advisors Value R6 | — | — | — | $188K | 0.3% | |
| JP Morgan Mid Cap Value | — | — | — | $149K | 0.3% | |
| T. Rowe Price Government Money | — | — | — | $28K | <0.1% | |
| U.S. Treasury Money Market | — | — | — | $2K | <0.1% |