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Employee Fiduciary 401(k) Fees are Low and 100% Transparent

We keep them straightforward so our value is clear.

It’s our goal to make retirement as affordable as possible for you and your employees while protecting your company from fiduciary liability. To achieve this goal, we charge low, fully-transparent 401(k) fees that are based on participant headcount, not plan assets, to the extent possible. That means our fees don’t just start low, they stay low – regardless of your 401(k) plan’s future growth.

401(k) Plan

Establishment Fee

New (Start-Up) Plans

$500

 

Existing (Conversion) Plans

$1,000

Annual Fees

Base Fee

$1,500

+

Custody Fee

0.08%

of plan assets

Solo 401(k) Plan

Establishment Fee

New (Start-Up) Plans

$100

 

Existing (Conversion) Plans

$200

Annual Fees

Base Fee

$200

+

Custody Fee

0.08%

of plan assets

Request a Proposal

Complete this form to receive a low-cost retirement plan proposal from Employee Fiduciary.