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401(k) Plan Management

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.40%
$1mil - $2.5mil.35%
$2.5mil - $5mil.30%
$5mil +Negotiable

Have a Question About Our Fee Structure for Small Businesses? We’d love to chat. 

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