Plan Ledger DOL Form 5500 · updated monthly

Page Southerland Page, Inc401(k)

PAGE SOUTHERLAND PAGE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Page Southerland Page, Inc reported $270,926 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,994 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 fell from 0.25% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 344th-largest of 5,688 plans among Texas employers on file, and the 1,018th of 13,661 in manufacturing. In 2024, employees put in $4.00 for every $1.00 the employer contributed; active participation has grown from 838 to 1,322 since 2022.

Plan summary
Net assets, end of year$241,675,703
Participants with balances1,900
Active participants1,322
Employer contributions$3,958,592
Employee contributions$15,834,354
Employer contribution per active participant$2,994
Average account balance$127,198
Benefits paid to participants$16,032,474
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$241.7M · 1,900 accts · $4.0M emplr
2023$199.6M · 1,906 accts · $3.6M emplr
2022$92.1M · 1,077 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,323
Investment management$128,983
Audit (IQPA)$23,620
Total administrative$270,926
The Page Southerland Page, Inc 401(k) match · 2024
Employer contribution per active participant$2,994
Median for plans this size$3,635
2024$2,994 per active participant
2023$2,598 per active participant
2022$2,426 per active participant

Page Southerland Page, Inc's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20246
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$127,363
FIDUCIENT ADVISORS LLC · Investment management$101,846
HUSELTON MORGAN AND MAULTSBY · Accounting / audit$23,620
CERITY PARTNERS LLC · Investment advisory (participants)$11,068
BUCKINGHAM STRATEGIC WEALTH LL · Investment advisory (participants)$5,506
CHARLES SCHWAB & CO., INC. · Securities brokerage$799

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$270,926 · 0.12%
2023$210,891 · 0.14%
2022$254,174 · 0.25%
All plans at this employer3
PAGE SOUTHERLAND PAGE 401(K) PLAN401(k)
PAGE SOUTHERLAND PAGE, INC EMPLOYEE STOCK OWNERSHIP PLANESOP
PAGE SOUTHERLAND PAGE, INC. 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Texas
Lhoist North America, Inc. TX$260.0M · 0.14%
Livanova USA, Inc. TX$257.4M · 0.07%
Powell Industries, Inc. TX$252.3M · 0.03%
Range Resources Corporation TX$246.5M · 0.06%
Darling Ingredients Inc. TX$236.8M · 0.13%
Poly-America, L.P. TX$233.1M · 0.04%
Hydril Company TX$228.8M · 0.31%
Alamo Group Inc. TX$228.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464258046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.