Plan Snapshot
- Plan Sponsor: Page Southerland Page, LLC
- Sponsor EIN: 464258046
- Sponsor Address: 1800 MAIN STREET, DALLAS, TX, 75201
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,865
- Total Assets: $257.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,865 | $257.3M | $0 | $0 |
| 2024 | 1,322 | $241.7M | $4.0M | $15.8M |
| 2023 | 1,395 | $199.6M | $3.6M | $14.5M |
| 2022 | 838 | $92.1M | $2.0M | $8.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $132,778 | — | $132,778 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $84,760 | — | $84,760 |
| HUSELTON MORGAN AND MAULTSBY | Other Service Provider | $33,750 | — | $33,750 |
| FOCUS PARTNERS WEALTH LLC | Other Service Provider | $9,699 | — | $9,699 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $260,987
- Estimated Expense Ratio: 0.101% 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 |
|---|---|---|---|---|---|
| 2025 | $41,417,696 | $124,969 | -$40 | $33,750 | — |
| 2024 | $270,926 | $128,983 | — | $23,620 | — |
| 2023 | $210,891 | $83,826 | $46,435 | — | — |
| 2022 | $254,174 | $95,338 | — | — | $13,751 |