Fee Structure
401(k) Plan Management
The Fee Structure
A Straightforward Fee For Hands-On Plan Maintenance
Our package of services for small business owners and their teams includes everything from plan development to ongoing management and one-on-one advice to their employees. Below are our simple fees for all-inclusive management.
Defined Contribution Plans
| Plan Assets | Annual Advisory Fee* |
|---|---|
| $1 – $1mil | 0.40% |
| $1mil – $2.5mil | 0.35% |
| $2.5mil – $5mil | 0.30% |
| $5mil + | Negotiable |
Have a Question About Our Fee Structure for Small Businesses? We’d love to chat.
Your Trusted Company
Developing a Comprehensive Financial Plan To Support Your Evolving Life
Developing a Comprehensive Financial Plan To Support Your Evolving Life
We see your finances as a tool to live your life with ease, joy and preparedness. Our objective is to help you define the goals you have for you and your family—and work closely with you over the years to help you reach them.