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.
New (Start-Up) Plans
$500
Existing (Conversion) Plans
$1,000
Base Fee
$1,500
Custody Fee
0.08%
of plan assets
New (Start-Up) Plans
$100
Existing (Conversion) Plans
$200
Base Fee
$200
Custody Fee
0.08%
of plan assets
Complete this form to receive a low-cost retirement plan proposal from Employee Fiduciary.