Keeping fees low.
Employers today are looking for plans that provide full transparency of costs for services. We do not receive any additional fees from fund providers so we are always able to work in your best interest. Our goal has always been to keep your fees as low as possible.
401(k) Plan
Establishment Fee
New (Start-Up) Plans
$500
Annual Fees
Base Fee
$995
Existing (Conversion) Plans
$750
Per Participant Fee
$25
with account Balance
An Advisory/Allocation Fee of 0.25% of plan assets per year is billed to the employee's account. Pricing may be more or less than shown above based on options and plan asset size. Minimum fee of $1250 applies.
We have everything you need to start a great retirement plan!
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