Page Southerland Page, LLP

77
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
77
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (45)
Average in Peer Group (68)
Highest in Peer Group (83)

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 500 active participants and over $41.2M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (77) and the top rated plan (83) could equate to:
3
Additional years of work
66,353
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1800 Main Street Suite 123
  • Location
    Dallas , TX
  • 75201
  • Industry
    Manufacturing
  • Administrator
    Lisa Rosenfeld
  • Net Plan Assets
    $41,200,000
  • Total Participants
    520
  • Avg Account Balance
    $84,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Above Average

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Above Average

Peer Group Plans

Company Rating
Stupp Bros. 74.0
Canam Steel 66.1
United McGill 64.5
Keller Companies 60.0
United Structures of America 56.5
SteelFab 55.3
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Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Charles Schwab Managed Retirement 54%
N/A
Wells Fargo Stable Value 6%
N/A
Dodge & Cox Stock 5%
45%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Transamerica
Consultant
DiMeo Schneider & Associates, LLC
Auditor
Huselton, Morgan & Maultsby

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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