Plan Snapshot
- Plan Sponsor: Page Southerland Page, INC.
- Sponsor EIN: 464258046
- Sponsor Address: 1100 LOUISIANA, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,154
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,154 | $12.6M | $250,000 | $0 |
| 2023 | 1,118 | $9.9M | $250,000 | $0 |
| 2022 | 598 | $6.7M | $250,000 | $0 |
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 |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | Other Service Provider | $31,455 | — | $31,455 |
| MENKE & ASSOCIATES | Other Service Provider | $28,932 | — | $28,932 |
| J.P. MORGAN | Investment Advisor | $28,201 | — | $28,201 |
| HUSELTON, MORGAN & MAULTSBY | Auditor | $18,720 | — | $18,720 |
| ISSACKS & ASSOCIATES | Other Service Provider | $17,325 | — | $17,325 |
| PENCHECKS | Other Service Provider | $6,885 | — | $6,885 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN — Investment Advisor
- HUSELTON, MORGAN & MAULTSBY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,518
- Estimated Expense Ratio: 1.041% 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 | $131,517 | — | — | $18,720 | — |
| 2023 | $138,263 | — | — | $33,350 | — |
| 2022 | $102,122 | $25,185 | $45,992 | — | $25,750 |