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Company:
Page Southerland Page, LLP.
Plan:
Page Southerland Page, LLP. 401k Plan
 

Page Southerland Page, LLP.

77 Plan: Page Southerland Page, LLP. 401k Plan

 
 
77
31
63
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (77) and the top rated plan (84) could equate to:
[How is this calculated?]
5 additional years of work
Up to $1,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Page Southerland Page, LLP. 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 77, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Page Southerland Page, LLP. 401k Plan currently has over 400 active participants and over $28.1M in plan assets.


 Investment Menu Statistics

No. of Investment Options
16
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Schwab Managed Retirement 2025 12%
2. Schwab Managed Retirement 2035 9%
3. Wells Fargo Stable Value 7%

 Retirement Plan Details

Address 1800 Main Street
Suite 123
Dallas, TX 75201 
Industry Manufacturing
Administrator Lisa Rosenfeld
Net Plan Assets $28,100,000
Total Participants 480
Avg Account Balance $64,000

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  Plan Service Providers

Recordkeeper Diversified Retirement Corporation
Consultant DiMeo Schneider & Associates, LLC
Auditor Huselton, Morgan & Maultsby