# Page Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/page-associates-inc-401k-plan

> Page Associates, INC.'s 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/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|—|—|—|—|

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