Save More with Our Low Fees !

Our Base Fee Covers Up to 30 Employees.

401(k) Plan

Establishment Fee
New(Start-Up) Plans
$500
Existing (Conversion) Plans
$1,000
Annual Fees
Base Fee
tooltip-icon Base fee covers up to 30 eligible employees. Each additional employee will add $30 to the base fee.
$1,500
+
Custody Fee
0.08%

of plan assets

Solo 401(k) Plan

tooltip-icon A solo 401(k) plan can only cover business owners and their spouses. A business with other eligible employees cannot adopt a solo plan.
Establishment Fee
New(Start-Up) Plans
$250
Existing (Conversion) Plans
$500
Annual Fees
Base Fee
$500
+
Custody Fee
0.08%

of plan assets

For Your Price, Answer the Following Questions

No Yes
No Yes

The Base Fee For Your Employee Fiduciary 401(k) Plan Will Be
$500 Annually

An annual custody fee equal to 0.08% of plan assets will also apply. There is a one-time $500 fee for plan establishment.

Ready to Start Saving?

Get your custom 401(k) proposal from Employee Fiduciary today.

Request a Proposal

Learn Why 135,000+ Business Owners & Employees
Trust Us with Their Savings

What our customers are saying...

“I can now sleep at night knowing that Employee Fiduciary has no hidden charges. My bookkeeper who processes the contributions each week has commented how simple it is.
Thank you EF”
“I can now sleep at night knowing that Employee Fiduciary has no hidden charges. My bookkeeper who processes the contributions each week has commented how simple it is.
Thank you EF”
“I can now sleep at night knowing that Employee Fiduciary has no hidden charges. My bookkeeper who processes the contributions each week has commented how simple it is.
Thank you EF”

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