Who We Are
Client Satisfaction
Fees
Plan Design Fees
Plan Installation or Restatement:
Plan Documents
$950
Summary Plan Description (if required)
$275
Total Plan Installation or Restatement Charges
$950 to $1,225
IRS Submission (if required or elected)
$750 + applicable IRS User fees
Plan Amendments
$100
Participant Loan Documents (as needed)
$100