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401(k) Plan For Employers

  • Start Up New 401(k) Plan – $500
  • Convert Existing 401(k) Plan – $1,000
  • 401(k) Annual Fee – $1,500
  • Annual Fee Includes 30 Employees.  Each Additional Employee – $30/yr.
  • Total Participant Fee – 0.65%

401(k) Rollover To IRA For Individuals

We will work with you to build an IRA investment portfolio tailored to your needs and goals.

Advisory Fee Schedule

  • Accounts up to $1,000,000 – 1%
  • Account $1,000,000 to $1,500,000 – 0.90%
  • Account $1,500,000 to $2,000,000 – 0.80%
  • Accounts $2,000,000 to $2,500,000 – 0.70%
  • Accounts $2,500,000 to $3,000,000 – 0.60%
  • Accounts $3,000,000 and up – 0.50%

403(b) & 457(b) Plan For Employers

403(b) and 457(b) pricing is the same or may even be lower than our 401(k) pricing.  With a little information about your organization we can pinpoint your exact pricing.

We look forward to meeting and working with you!