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

$250

 

Existing (Conversion) Plans

$500

Annual Fees

Base Fee

$500

+

Custody Fee

0.08%

of plan assets

Request a Proposal

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