Plan Ledger DOL Form 5500 · updated monthly

Page Associates, Inc.401(k)

PAGE ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Page Associates, Inc. reported $152,628 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $7 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 494th-largest of 2,266 plans among Virginia employers on file, and the 657th of 5,215 in retail trade. In 2024, employees put in $910.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,280,246
Participants with balances565
Active participants484
Employer contributions$3,308
Employee contributions$3,010,739
Employer contribution per active participant$7
Average account balance$87,222
Benefits paid to participants$3,901,296
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.3M · 565 accts · $3K emplr
2023$43.8M · 562 accts · $665K emplr
2022$36.3M · 543 accts · $614K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,521
Total administrative$152,628
The Page Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$7
Median for plans this size$2,416
2024$7 per active participant
2023$1,465 per active participant
2022$1,374 per active participant

Page Associates, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$110,108
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,521

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$152,628 · 0.33%
2023$159,541 · 0.40%
2022$113,775 · 0.29%
Same employer
Similar plansRetail Trade · Virginia
Lindsay Chevrolet, LLC VA$76.8M · 0.18%
Five Guys Enterprises LLC VA$43.5M · 0.12%
Pohanka Auto West, Inc. VA$43.3M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541085794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.