What public Form 5500 filings show about the Page Southerland Page, Inc. 401(k) plan — and how to find and check your own account.
Page Southerland Page, Inc. (EIN 46-4258046) reports PAGE SOUTHERLAND PAGE 401(K) PLAN on its most recent Form 5500, with $241.7M in plan assets across 1,322 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Page Southerland Page, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Page Southerland Page, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PAGE SOUTHERLAND PAGE, HUSELTON MORGAN & MAULTSBY, FIDUCIENT ADVISORS, TRANSITION FINANCE STRATEGIES, ISSACKS & ASSOCIATES, BUCKINGHAM STRATEGIC WEALTH LL.
