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
Annual Advisory Fee*
|$1 - $1mil||.40%|
|$1mil - $2.5mil||.35%|
|$2.5mil - $5mil||.30%|
Have a Question About Our Fee Structure for Small Businesses? We’d love to chat.