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