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Sponsor portfolio

SELF STORAGE MANAGER, INC.

EIN 05-0554852-computer software-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
13
139 BAY HILL DRIVE - BLUE BELL, PA 19422267-475-7601selfstoragemanager.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$4.5M - 7 part#002CashBalance-$1.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • INC. 401K PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SELF STORAGE MANAGER, INC. 401K PLAN

401k

Assets$4.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SELF STORAGE MANAGER, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SELF STORAGE MANAGER, INC. 401K PLAN401k$4.5M72025
002SELF STORAGE MANAGER, INC. CASH BALANCE PLANCashBalance$1.3M62025
Retirement plans
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