The Iron Mountain Companies 401(k) Plan
Sponsored by Iron Mountain Incorporated · EIN 232588479 · Plan #001
- Total assets
- $943M
- Net assets
- $943M
- Active participants
- 10,113
- With balances
- 12,827
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $684,549 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $90,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $89,110 |
| Rsm Us Llp | Accounting | $63,000 |