Sponsor portfolio

PAGE SOUTHERLAND PAGE, INC.

EIN 46-4258046Professional, Scientific, and Technical ServicesLatest filing 2025

Plans

Retirement

$264.9M assets

Welfare

$1.0M premiums

Participants

3,076

1800 MAIN STREET, SUITE 123 - HOUSTON, TX 77002214-522-3900

Plans on this EIN

3 filings

#002401k-$257.3M - 1,865 part #003ESOP-$7.7M - 1,211 part #504Mixed-$1.0M - 1,341 lives

Retirement portfolio analytics

2 plans aggregated / $264.9M assets / 3,076 participants

Assets by plan

Share of aggregate retirement assets

97%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

97%top

CHARLES SCHWAB & CO., INC.97%
(Not disclosed)3%

Participants by plan

Active + retired + deferred vested

SOUTHERLAND PAGE 401(K) (#002)1,865
EMPLOYEE STOCK OWNERSHIP (#003)1,211

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$917K
Life$726K
Short-term disability$726K
Long-term disability$726K
Vision$106K
Health$1K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

85%top

SYMETRA LIFE INSURANCE COMPANY85%
DEARBORN LIFE INSURANCE COMPANY10%
HEALTH ADVOCATE SOLUTIONS, INC.3%
ESI EMPLOYEE ASSISTANCE GROUP2%
FOUR EVER LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

100%top

MARSH & MCLENNAN AGENCY LLC100%
DON T. MORRIS0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

PAGE SOUTHERLAND PAGE 401(K) PLAN

401k

Assets$257.3M

Participants1,865

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003