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Plan Administration Fees

The following are our Plan Administration fees on an annual basis. The items listed below contain everything needed for the annual administration of a tax-qualified retirement plan. These include client consulting and summary reports, all required federal compliance testing and reporting, and all required participant disclosures.


Profit Sharing Plans:

"One-Participant" Plans with no Form 5500 required $500
"One-Participant" Plans with Form 5500 required $900
All other plans (less than 100 participants) $1,100 + $40 per participant*


401(k) Plans:

"One-Participant" Plans with no Form 5500 required $700
"One-Participant" Plans with Form 5500 required $1,100
All other plans (less than 100 participants) $1,400 + $60 per participant*
(An additional $10 per participant applies to Cross-Tested, 401(K) or Profit Sharing Plans.)


Defined Benefit Plans (Including Cash Balance Plans):
"One-Participant" Plans with no Form 5500 required $1,100
"One-Participant" Plans with Form 5500 required $1,500
All other plans (less than one hundred participants) $1,700 + $40 per participant*


Individual Termination Processing and Reporting (as needed):
Defined Benefit Plans $200 each
All Other Plans $75 each
 



* Discounts ranging from $10 per participant to $34 per participant for plans with more than thirty participants. The above does not include Individual Participant Record Keeping requirements. We do accept plans without Participant Direction of Investments and plans with Participant Direction of Investments where the asset custodian maintains participant-level Record Keeping.


Please contact us with the details of your existing plan or employee group, and we can explain which of the above fees relate to your situation and give you a complete fee quote.