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PLAN SET-UP |
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Plan Document |
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- Individually Designed Plan |
$1,250.00 |
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- Standardized Prototype Plan |
$1,000.00 |
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- Non-Standardized Prototype Plan |
$1,000.00 |
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Initial Plan Installation Analysis |
QUOTED, IF ANY |
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IRS Filing Fees |
As Applicable, for Individually Designed
and Non-Standardized Prototype |
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Plan Design/Plan Review |
$500.00 |
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BASIC ANNUAL ADMINISTRATION |
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Preparation of Form 5500 Series and Participant Records |
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1 - 10 participants |
$1,000.00/plan |
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11 - 100 participants |
$1,250.00/plan |
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100 or more participants |
$1,500.00/plan |
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Plus each Participant Account (Unallocated) |
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- Annual Statements |
$36.00/part. |
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- Semi-Annual Statements |
$50.00/part. |
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- Quarterly Statements |
$65.00/part. |
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ADP Discrimination Testing Adjustments (if required) |
$110.00/hour |
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Minimum Annual Administrative Fee |
$1,250.00 |
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MISCELLANEOUS CHARGES (as needed) |
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Participant Loans Origination Fee |
$75.00/schedule |
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Participant Termination & Retirement Benefit Calculations |
$110.00/hour |
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Trust Reconciliations (including collection of data) |
$110.00/hour |
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Preparation of Form 5558 (Application for Extension of Time) |
$75.00/each |
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Plan Termination |
$110.00/hour |
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Special Request and Projects |
QUOTED |
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Participants’ Inquiries (written authorization received in advance) |
$110.00/hour |
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Employee Meetings |
QUOTED IN ADVANCE |
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Summary Plan Description Booklets |
QUOTED IN ADVANCE |
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Extraordinary Administration charges (if any) |
$110.00/hour |
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All Other Consulting Charges |
$135.00/hour |
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Plans in excess of 100 participants |
QUOTED |
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