Sponsor portfolio

PAGE SOUTHERLAND PAGE, LLC

EIN 46-4258046ManufacturingLatest filing 2025

Plans

Retirement

$269.9M assets

Welfare

$1.0M premiums

Participants

3,249

1800 MAIN STREET, SUITE 123 - DALLAS, TX 75201214-522-3900

Plans on this EIN

3 filings

#002401k-$257.3M - 1,865 part #003ESOP-$12.6M - 1,384 part #504Mixed-$1.0M - 1,341 lives

Retirement portfolio analytics

2 plans aggregated / $269.9M assets / 3,249 participants

Assets by plan

Share of aggregate retirement assets

95%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

95%top

CHARLES SCHWAB & CO., INC.95%
(Not disclosed)5%

Participants by plan

Active + retired + deferred vested

SOUTHERLAND PAGE 401(K) (#002)1,865
EMPLOYEE STOCK OWNERSHIP (#003)1,384

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

PAGE SOUTHERLAND PAGE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.6M

Participants1,384

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#504