LISA Rosenfeld signed Page Southerland Page, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Page Southerland Page, Inc.'s EIN is 46-4258046.
Download the official 2024 Form 5500 (PDF) for Page Southerland Page, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Page Southerland Page, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $102K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.6M | 11.4% | |
| Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $22.5M | 9.3% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $20.1M | 8.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.6M | 7.3% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.4M | 7.2% | |
| HARBOR CAPITAL APPREC CIT CL 4 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 530 | Common Collective Trust | — | — | $17.2M | 7.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $16.9M | 7.0% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $14.9M | 6.2% | |
| Fidelity Extended Market Index Registered investment company | Mutual Funds | — | — | $12.9M | 5.3% | |
| Personal Choice Retirement Account (Other Funds) Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $10.1M | 4.2% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.0M | 3.7% | |
| Dodge & Cox Stock Registered investment company | Mutual Funds | — | — | $7.0M | 2.9% | |
| VANGUARD INCOME TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.5% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.6M | 2.3% | |
| American Funds EuroPacific Growth R6 Registered investment company | Mutual Funds | — | — | $5.5M | 2.3% | |
| Dodge & Cox Income Registered investment company | Mutual Funds | — | — | $5.5M | 2.3% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $5.3M | 2.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.8% | |
| Fidelity US Bond Index Registered investment company | Mutual Funds | — | — | $4.3M | 1.8% | |
| Fidelity International Index Registered investment company | Mutual Funds | — | — | $3.9M | 1.6% | |
| CONTESTOGA SMALL CAP GROWTH A COMERICA BANK & TRUST,NATIONALASSOCIATION · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.1% | |
| Delaware Small Cap Value Instl Registered investment company | Common Stocks | — | — | $2.0M | 0.8% | |
| Notes receivable from participants with interest rates from 3.25 percent to 8.50 percent | Other securities | — | — | $1.5M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| COHEN & STEERS U.S. REALTY FUND COHEN & STEERS COLLEC INVEST TRUST · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $699K | 0.3% | |
| Schwab Government Money Inv Interest bearing cash | Mutual Funds | — | — | $93K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUSELTON MORGAN AND MAULTSBY | 75-2409112 | — | NONE | $24K | — |
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $11K | — |
| BUCKINGHAM STRATEGIC WEALTH LL | 20-8306720 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $799 | — |
