National Storage Affiliates 401(k) match, vesting and fees
What National Storage Affiliates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| National Storage Affiliates: employer contribution per participant | $1,808 | |
| Peer median | $1,680 |
| National Storage Affiliates: average balance | $27,233 | |
| Peer median | $52,722 |
| National Storage Affiliates: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2023 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,365 | $9M | $597K | $1,808 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,050 | $6.8M | $429K | $1,967 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does National Storage Affiliates match 401(k) contributions?
The match terms for the National Storage Affiliates 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $597K in employer contributions, about $1,808 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Storage Affiliates 401(k) match vested?
The vesting schedule for the National Storage Affiliates 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Storage Affiliates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is National Storage Affiliates.
I left National Storage Affiliates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Storage Affiliates, (720) 673-7137) or the recordkeeper, The Vanguard Group, Inc.. The National Storage Affiliates old 401(k) page lists the contacts from every plan filing. Find an old National Storage Affiliates 401(k)
Data from the public Form 5500 annual reports National Storage Affiliates filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with National Storage Affiliates. Not financial advice. Report a correction · Methodology