Compliance services fee schedule


New Plan Installation Fees:

  • Defined Contribution (Owners only) $200.00
  • Defined Contribution (with employees) $700.00
  • Defined Benefit - Quoted
  • Cash Balance - Quoted


Conversion Plan Installation Fees:

  • Onetime fee based on the level of service required after a review of the current Plan Document with the possible restatement of design changes & regulation updates.


Annual Administration Fees:

  • Defined Contribution (Owners only) $350.00 + $50.00 per participant
  • Defined Contribution (with employees) $1,000.00 + $10.00 per eligible employee
  • Defined Benefit - Quoted
  • Cash Balance - Quoted

Additional annual fees may apply for enhanced services and transaction processing.