# Page Southerland Page, INC 401(k) Plan
Source: https://planprovider.pro/companies/page-southerland-page-inc-401k-plan-002

> Page Southerland Page, INC's 401(k) plan: 1,322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Page Southerland Page, INC

- **Sponsor EIN:** 464258046

- **Sponsor Address:** 1800 MAIN STREET, DALLAS, TX, 75201

- **Plan Type:** 401(k)

- **Total Participants:** 1,322

- **Total Assets:** $241.7M

## 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.|

| 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|NONE|$127,363|—|$127,363|

| FIDUCIENT ADVISORS LLC|NONE|$101,846|—|$101,846|

| HUSELTON MORGAN AND MAULTSBY|NONE|$23,620|—|$23,620|

| CERITY PARTNERS LLC|NONE|$11,068|—|$11,068|

| BUCKINGHAM STRATEGIC WEALTH LL|NONE|$5,506|—|$5,506|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HUSELTON MORGAN AND MAULTSBY](https://planprovider.pro/provider/hmandm-group-llc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $269,403

- **Estimated Expense Ratio:** 0.111% 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|$270,926|$128,983|—|$23,620|—|

| 2023|$210,891|$83,826|$46,435|—|—|

| 2022|$254,174|$95,338|—|—|$13,751|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/page-southerland-page-inc-401k-plan-002)

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