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Plan Design & Document Preparation Fee - First Year Only
- $1,500
- Business Owner (With or Without Spouse or Partner)
Annual Administration Fee (Including First Year)
- $2,350
- Business Owner
- $75
- Spouse or Partner
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Services Included for Defined Benefit Plan and
Defined Benefit Plan + 401(k) - Initial Consultation
- Preparation of Plan Document and Forms
- Contribution Calculation
- Preparation of Annual Actuarial Report
- Trust Accounting Reconciliation
- Annual Participant Statements
- Summary Annual Report, if applicable
- Signature Ready Form 5500
- Preparation of Schedule SB
- AFTAP Certificate
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Plan Design & Document Preparation Fee - First Year Only
- $1,800
- Business Owner (With or Without Spouse or Partner)
Annual Administration Fee (Including First Year)
- $3,075
- Business Owner
- $300
- Spouse or Partner
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Plan Design & Document Preparation Fee - First Year Only
- $3,500
- Up to Five Participants
- $150
- Per Additional Participant
Annual Administration Fee (Including First Year)
- $4,300
- Up to Five Participants
- $150
- Per Additional Participant
Annual Testing Fee
- $650
- Cash Balance and 401(k)
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Services Included for Defined Benefit Plan and Defined Benefit Plan + 401(k)
- Initial Consultation
- Preparation of Plan Document and Forms
- Contribution Calculation
- Account Valuation Calculation
- Annual Participant Statements
- IRS Code Section Qualification Analysis
- Trust Accounting Reconciliation
- Preparation of Annual Actuarial Report
- Summary Annual Report/Annual Funding Notice
- Signature Ready Form 5500
- Preparation of Schedule SB
- AFTAP Certificate
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Plan Design & Document Preparation Fee - First Year Only
- $500
Annual Administration Fee (Including First Year)
- $750
- Business Owner
- $150
- Spouse or Partner
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Services Provided for
401(k) Plan - Initial Consultation
- Contribution Calculation
- Signature Ready Form 5500
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Other Services (if applicable)
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- Pre-existing 401(k) Plan Testing
- $850
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- Pension Benefit Guaranty Corporation (PBGC) Premium (if required)
- $375
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- Employee Distributions
- $295 per termination
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- DB Plan Termination Services
- $1,500 with no IRS submission
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- PBGC DB Plan Termination Services
- $2,500 with no IRS submission
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- Additional IRS Forms (Including Extensions)
- $195
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- Additional Services Upon Request
- $TBD
Transparent pricing. Investment neutral. We charge no asset-based fees.
Note: In the first year only there will be both a plan design and document fee and an administration fee. The annual administration fee is billed on a quarterly basis in advance. Shortly after establishing your plan you will receive an invoice that will bring the plan current with the quarterly billing cycle.
This fee schedule is subject to change.