Employers › Extra Space Storage
Recordkeeping fees per participant · Extra Space Management, Inc. 401(k) Plan · plan year 2024
$74.42
Higher than 54% of the 5,847 plans $50 to 250M that report it.
= $328,552 / 4,415
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250806110018NAL0002747473001, received 2025-08-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250806110018NAL0002747473001, received 2025-08-06
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-06.
Administrative expenses excluding investment management, per participant
$78.30
Higher than 40% of the 8,758 plans $50 to 250M that report it.
= $345,702 / 4,415
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250806110018NAL0002747473001, received 2025-08-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250806110018NAL0002747473001, received 2025-08-06
Administrative expenses per participant
$89.91
Higher than 31% of the 9,042 plans $50 to 250M that report it.
= $396,952 / 4,415
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250806110018NAL0002747473001, received 2025-08-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250806110018NAL0002747473001, received 2025-08-06
Administrative expenses as a share of assets
0.236%
Higher than 77% of the 9,049 plans $50 to 250M that report it.
= $396,952 / $168,412,427
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250806110018NAL0002747473001, received 2025-08-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250806110018NAL0002747473001, received 2025-08-06
Employer contributions per participant
$1,846
Higher than 29% of the 9,105 plans $50 to 250M that report it.
= $8,148,582 / 4,415
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250806110018NAL0002747473001, received 2025-08-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250806110018NAL0002747473001, received 2025-08-06
Employer share of total contributions
28.4%
Higher than 46% of the 9,112 plans $50 to 250M that report it.
= $8,148,582 / $28,724,917
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250806110018NAL0002747473001, received 2025-08-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250806110018NAL0002747473001, received 2025-08-06
Employer match
“The Sponsor matches 100% of the first 3% of the participant’s eligible contribution and 50% of the next 2%.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, contributions · source document
Vesting
“Participants are immediately vested in their contributions and the Sponsor’s matching contributions.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, vesting · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2F ERISA 404(c) plan · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250806110018NAL0002747473001, received 2025-08-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EXTRA SPACE MANAGEMENT, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Plan name | EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Sponsor EIN / plan number | 87-0405300 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Sponsor location | SALT LAKE CITY, UT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Industry (business code) | 531310, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Filing received | 2025-08-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Participants, beginning of year | 7,631 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Active participants | 8,740 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Participants, end of year | 9,590 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Participants with an account balance | 4,415 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Total assets, beginning of year | $136,429,573 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Total assets, end of year | $168,412,427 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Net assets, end of year | $168,412,427 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Total income | $48,100,210 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Net income | $31,982,854 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Employer contributions | $8,148,582 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Participant contributions | $17,756,489 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Other contributions (incl. rollovers) | $2,819,846 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Total contributions | $28,724,917 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Benefit payments | $15,717,488 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Total expenses (incl. benefit payments) | $16,117,356 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Total administrative expenses | $396,952 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Contract administrator fees | $900 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Recordkeeping fees | $328,552 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Investment advisory and management fees | $51,250 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Administrative expenses excluding investment management | $345,702 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Held in common/collective trusts | $6,793,853 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Held in mutual funds | $149,940,496 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250806110018NAL0002747473001, received 2025-08-06 |
| Independent auditor | TANNER LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250806110018NAL0002747473001, received 2025-08-06 |
Position = column in the DOL layout for form year 2024. Filing 20250806110018NAL0002747473001, received 2025-08-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $330,410 | yes |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR/INVESTMENT ADV | 27 Investment advisory (plan) | $67,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250806110018NAL0002747473001, received 2025-08-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $136,429,573 | $168,412,427 | 23.4% |
| Participants with a balance | 4,544 | 4,415 | -2.8% |
| Administrative expenses | $300,191 | $396,952 | 32.2% |
| Recordkeeping fees per participant | $49.56 | $74.42 | 50.2% |
| Employer contributions | $6,547,775 | $8,148,582 | 24.4% |
Prior filing 20240717145026NAL0004223057001, received 2024-07-17; the plan years are contiguous.
Sponsor name as filed: EXTRA SPACE MANAGEMENT, INC.; SEC registrant: Extra Space Storage Inc. (CIK 1289490, matched by 11-K plan title; display name from the Form 11-K cover).