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Plan Design Fees |
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| Plan Installation or Restatement: | ||||
| Plan Design or Takeover (for new plans) | $300 | |||
| Plan Documents (new or restatement) | $900 | |||
| Summary Plan Description (if required) | $300 | |||
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Total Plan Installation or Restatement Charges |
$900 to $1,500 |
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IRS Submission (if required or elected) |
$1,000 + applicable IRS User fees |
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Plan Amendments |
$100 |
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Participant Loan Documents (as needed) |
$100 |
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