Page Southerland Page, Inc. Employee Stock Ownership Plan
Sponsored by Page Southerland Page, Inc. · EIN 464258046 · Plan #003
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 1,154
- With balances
- 1,382
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance Strategies, Llc | Recordkeeping fees | $31,455 |
| Menke & Associates | Plan administrator | $28,932 |
| J.P. Morgan | Investment management fees (direct) | $28,201 |
| Huselton, Morgan & Maultsby | Accounting | $18,720 |
| Issacks & Associates | Trustee (individual) | $17,325 |
| Penchecks | Distribution (12b-1) fees | $6,885 |