Back to filter
Original filing (PDF)20250926143310NAL0004056899001
SMARTSTOP STORAGE ADVISORS, LLC
Form 5500
FILING_RECEIVED
SMARTSTOP STORAGE ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
574
Accounts w/ balance
194
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 34% 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 SMARTSTOP STORAGE ADVISORS, LLC.
Plan sponsor
Name
SMARTSTOP STORAGE ADVISORS, LLC
EIN
83-4447046
Address
10 TERRACE RD · LADERA RANCH, CA · 92694
Phone
(949) 429-6600
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
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HASKELL WHITE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Investments
30 direct securities · 1 pooled fund· $11.8M(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
$11.8M
30 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FID 500 INDEX | — | — | — | $2.9M | 24.8% | |
| AMERICAN FUNDS AF TRGT DATE 2045 R6 | — | — | — | $1.3M | 11.1% | |
| AMERICAN FUNDS AF TRGT DATE 2030 R6 | — | — | — | $1.2M | 10.3% | |
| JP MORGAN JPM US GOVT MM INST | — | — | — | $1.2M | 9.8% | |
| AMERICAN FUNDS AF TRGT DATE 2035 R6 | — | — | — | $929K | 7.9% | |
| AMERICAN FUNDS AF TRGT DATE 2050 R6 | — | — | — | $750K | 6.4% | |
| AMERICAN FUNDS AF TRGT DATE 2055 R6 | — | — | — | $642K | 5.4% | |
| AMERICAN FUNDS AF TRGT DATE 2040 R6 | — | — | — | $456K | 3.9% | |
| FIDELITY FID INTL INDEX | — | — | — | $301K | 2.6% | |
| AMERICAN FUNDS AF TRGT DATE 2060 R6 | — | — | — | $284K | 2.4% | |
| JP MORGAN JPM LG CAP GROWTH R6 | — | — | — | $276K | 2.3% | |
| AMERICAN FUNDS AF INTL VANTAGE R6 | — | — | — | $206K | 1.7% | |
| FIDELITY FID MID CAP IDX | — | — | — | $193K | 1.6% | |
| FIDELITY FID SM CAP IDX | — | — | — | $157K | 1.3% | |
| maturing through 2031 | — | — | — | $142K | 1.2% | |
| PGIM HIGH YIELD R6 ** 94 PRINCIPAL PIF REAL EST SEC R6 | — | — | — | $126K | 1.1% | |
| FIDELITY FID US BOND IDX | — | — | — | $112K | 0.9% | |
| SYCAMORE CAPITAL VICTORY S EST VAL R6 | — | — | — | $100K | 0.8% | |
| MASSACHUSETTES FINANCIAL SERVICES MFS NEW DISCOVERY R6 | — | — | — | $95K | 0.8% | |
| DODGE & COX DODGE & COX INCOME | — | — | — | $93K | 0.8% | |
| ALLSPRING AS SPL SM CAP VAL R6 ** $ | — | — | — | $84K | 0.7% | |
| COLUMBIA THREADNEEDLE COL DIVIDEND INC I3 | — | — | — | $64K | 0.5% | |
| AMERICAN FUNDS AF NEW WORLD R6 | — | — | — | $55K | 0.5% | |
| AMERICAN FUNDS AF TRGT DATE 2065 R6 | — | — | — | $35K | 0.3% | |
| AMERICAN FUNDS AF TRGT DATE 2020 R6 | — | — | — | $34K | 0.3% | |
| AMERICAN FUNDS AF TRGT DATE 2010 R6 | — | — | — | $30K | 0.3% | |
| AMERICAN FUNDS AF TRGT DATE 2025 R6 | — | — | — | $22K | 0.2% | |
| PIMCO INCOME INST | — | — | — | $4K | <0.1% | |
| MASSACHUSETTES FINANCIAL SERVICES MFS MID CAP GRTH R6 | — | — | — | $3K | <0.1% | |
| FIDELITY FID GOVT MMKT | — | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Real Estate plans
UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC
UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC 401(K) PLAN
$11.1M · 297 participants
SAFEGUARD OPERATIONS, LLC
SAFEGUARD OPERATIONS 401(K) PLAN
$12.5M · 179 participants
WORLEY WAREHOUSING, INC.
WORLEY 401(K) PLAN
$13.7M · 140 participants
MSC DEVELOPMENT, INC.
MSC DEVELOPMENT, INC. 401(K) PLAN
$9.8M · 403 participants
METRO STORAGE LLC
METRO STORAGE LLC 401(K) PLAN
$9.4M · 99 participants
NATIONAL STORAGE AFFILIATES
NATIONAL STORAGE AFFILIATES 401(K) PLAN
$9.0M · 1,288 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B