Page Southerland Page 401(k) Plan
Sponsored by Page Southerland Page, Inc · EIN 464258046 · Plan #002
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 1,322
- With balances
- 1,900
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $127,363 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $101,846 |
| Huselton Morgan And Maultsby | Accounting, Direct payment from the plan | $23,620 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $11,068 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $5,506 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $799 |