Page Southerland Page 401(k) match, vesting and fees
What Page Southerland Page's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Hm&M Group, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Page Southerland Page: employer contribution per participant | $1,739 | |
| Peer median | $2,591 |
| Page Southerland Page: average balance | $142,841 | |
| Peer median | $102,504 |
| Page Southerland Page: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $109M at the end of plan year 2021 to $257M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,865 | $257M | $3.1M | $1,739 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 1,937 | $242M | $4M | $2,083 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 1,972 | $200M | $3.6M | $1,901 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 1,113 | $92.1M | $2M | $1,887 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 954 | $109M | $1.8M | $1,916 | 0.21% | Not published | Form 5500 ↗ |
Other Page Southerland Page plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Page Southerland Page, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transition Finance Strategies, LLC | Schedule C ↗ |
| Independent auditor | Hm&M Group, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Page Southerland Page, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Bonadio & Co. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Page Southerland Page match 401(k) contributions?
The match terms for the Page Southerland Page 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3.1M in employer contributions, about $1,739 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Page Southerland Page 401(k) match vested?
The vesting schedule for the Page Southerland Page 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Page Southerland Page 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Page Southerland Page, LLC.
I left Page Southerland Page. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Page Southerland Page, LLC, (214) 522-3900) or the recordkeeper, Schwab Retirement Plan Services,inc. The Page Southerland Page old 401(k) page lists the contacts from every plan filing. Find an old Page Southerland Page 401(k)
Data from the public Form 5500 annual reports Page Southerland Page filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Page Southerland Page. Not financial advice. Report a correction · Methodology