Select the 401(k) plan that best suits you:

Starting At
0.50%/YEAR
Individual
  • Immediate implementation
  • Complete plan administration including Form 5500 filing
  • Financial advising included in this plan
  • Total contributions up to $59,000
  • Roth and Traditional 401(k) options
  • Loan provisions
  • Electronic set up and fund transfer
  •  
Starting At
$2,000/YEAR
Company Silver
  • Immediate implementation
  • Complete plan administration including Form 5500 filing
  • Fiduciary employee financial advising
  • 3(21) compliance outsourcing
  • Roth and Traditional 401(k) options
  • Vanguard index fund lineup options
  • Actively managed fund options
  •  
Starting At
$3,500/YEAR
Company Gold
  • Immediate implementation
  • Complete plan administration including Form 5500 filing
  • Fiduciary employee financial advising
  • 3(21) compliance outsourcing
  • Roth and Traditional 401(k) options
  • Customized fund lineups
  • Semi-annual 401(k) review meeting
  • Audit support