The Micro401k Employer Fee Schedule: |
| One Time Set Up Fee |
New Plan: |
$1,200 |
| Transfer Plan: |
$1,700 |
Quarterly Administrative and Recordkeeping Fee
Includes daily valued online and toll-free participant statements, annual hard copy
participant statements, all compliance testing and a signature ready IRS Form-5500. |
$425
|
| Quarterly Per Participant Fee |
$6
|
Trustee Services Fee
Our plans are designed and IRS approved as employer trusted |
No Additional Fee
|
Self-Directed Brokerage
Account (Optional)
Access to unlimited individual stocks, bonds and over 8,000 mutual funds. Includes monthly
hardcopy statements |
$200/year/account
|
| Optional Fees |
|
| On-site narrator for enrollment meeting |
$750
|
| Each additional investment option over eight |
$200/year
|
| Plan level liquidation and reallocation of investment option |
$ 200/asset
|
| Loan set-up |
$ 75/each
|
| Loan Administration (per loan) |
$50/year
|
| Hardship withdrawal processing |
$ 75/year
|
| Distribution processing |
$ 75/each
|
