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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