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Original filing (PDF)20251009051106NAL0003360451001
METRO MINI STORAGE
Form 5500
FILING_RECEIVED
METRO MINI STORAGE RETIREMENT PLAN
401(k) retirement plan
Active participants
377
Accounts w/ balance
175
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRO MINI STORAGE.
Plan sponsor
Name
METRO MINI STORAGE
EIN
63-0876674
Address
100 METRO PKWY · PELHAM, AL · 35124
Phone
(205) 443-3510
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PEARCE BEVILL LEESBURG MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBC SECURITIES, INC. | 63-0923499 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
23 direct securities · 1 pooled fund· $8.5M(99% 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.
Registered Investment Companies
$8.1M
23 holdings
Common Collective Trust
$387K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 16.7% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $1.1M | 12.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $688K | 8.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $632K | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $545K | 6.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $424K | 4.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $387K | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $382K | 4.5% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $324K | 3.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $304K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $298K | 3.5% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $279K | 3.3% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $262K | 3.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $254K | 3.0% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $193K | 2.3% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $181K | 2.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $162K | 1.9% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $161K | 1.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $133K | 1.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $114K | 1.3% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $90K | 1.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.8% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $54K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.2% |