Plan Snapshot
- Plan Sponsor: Page Associates, INC.
- Sponsor EIN: 541085794
- Sponsor Address: PO BOX 72075, RICHMOND, VA, 23255
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 484 | $49.3M | $3,308 | $3.0M |
| 2023 | 454 | $43.8M | $664,895 | $2.9M |
| 2022 | 447 | $36.3M | $613,960 | $2.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $110,108 | — | $110,108 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $42,521 | — | $42,521 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,629
- Estimated Expense Ratio: 0.310% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $152,628 | — | — | — | — |
| 2023 | $159,541 | $118,868 | — | — | — |
| 2022 | $113,775 | — | — | — | — |