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Recordkeeping fees per participant · Page Southerland Page 401(k) Plan · plan year 2024
$62.28
Higher than 44% of the 5,847 plans $50 to 250M that report it.
= $118,323 / 1,900
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251104140242NAL0011672912001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104140242NAL0011672912001, received 2025-11-04
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-04.
Administrative expenses excluding investment management, per participant
$74.71
Higher than 38% of the 8,758 plans $50 to 250M that report it.
= $141,943 / 1,900
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251104140242NAL0011672912001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104140242NAL0011672912001, received 2025-11-04
Administrative expenses per participant
$142.59
Higher than 54% of the 9,042 plans $50 to 250M that report it.
= $270,926 / 1,900
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251104140242NAL0011672912001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104140242NAL0011672912001, received 2025-11-04
Administrative expenses as a share of assets
0.112%
Higher than 42% of the 9,049 plans $50 to 250M that report it.
= $270,926 / $241,675,703
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251104140242NAL0011672912001, received 2025-11-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251104140242NAL0011672912001, received 2025-11-04
Employer contributions per participant
$2,083
Higher than 35% of the 9,105 plans $50 to 250M that report it.
= $3,958,592 / 1,900
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251104140242NAL0011672912001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104140242NAL0011672912001, received 2025-11-04
Employer share of total contributions
13.3%
Higher than 7% of the 9,112 plans $50 to 250M that report it.
= $3,958,592 / $29,857,812
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251104140242NAL0011672912001, received 2025-11-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251104140242NAL0011672912001, received 2025-11-04
Plan terms are not published in public filings.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251104140242NAL0011672912001, received 2025-11-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PAGE SOUTHERLAND PAGE, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Plan name | PAGE SOUTHERLAND PAGE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Sponsor EIN / plan number | 46-4258046 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Industry (business code) | 332300, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Filing received | 2025-11-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Participants, beginning of year | 1,972 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Active participants | 1,322 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Participants, end of year | 1,937 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Participants with an account balance | 1,900 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Total assets, beginning of year | $199,552,401 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Total assets, end of year | $241,675,703 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Net assets, end of year | $241,675,703 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Total income | $58,427,905 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Net income | $42,123,302 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Employer contributions | $3,958,592 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Participant contributions | $15,834,354 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Other contributions (incl. rollovers) | $10,064,866 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Total contributions | $29,857,812 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Benefit payments | $16,032,474 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Total expenses (incl. benefit payments) | $16,304,603 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Total administrative expenses | $270,926 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Recordkeeping fees | $118,323 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| IQPA audit fees | $23,620 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Investment advisory and management fees | $128,983 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Administrative expenses excluding investment management | $141,943 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Held in common/collective trusts | $166,486,876 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Held in mutual funds | $63,527,105 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251104140242NAL0011672912001, received 2025-11-04 |
| Independent auditor | HM&M GROUP, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251104140242NAL0011672912001, received 2025-11-04 |
Position = column in the DOL layout for form year 2024. Filing 20251104140242NAL0011672912001, received 2025-11-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $127,363 | no |
| FIDUCIENT ADVISORS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $101,846 | no |
| HUSELTON MORGAN AND MAULTSBY | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $23,620 | no |
| CERITY PARTNERS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $11,068 | no |
| BUCKINGHAM STRATEGIC WEALTH LL | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,506 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses; 59 Shareholder servicing fees | $799 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251104140242NAL0011672912001, received 2025-11-04.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $199,552,401 | $241,675,703 | 21.1% |
| Participants with a balance | 1,906 | 1,900 | -0.3% |
| Administrative expenses | $210,891 | $270,926 | 28.5% |
| Recordkeeping fees per participant | $42.30 | $62.28 | 47.2% |
| Employer contributions | $3,624,100 | $3,958,592 | 9.2% |
Prior filing 20241015111330NAL0047521024003, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: PAGE SOUTHERLAND PAGE, INC; SEC registrant: Page Southerland Page, Inc. (CIK 1601446, matched by EIN).