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PLAN SET-UP |
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Plan Document |
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Standardized/Non-Standardized |
$1,500.00 |
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Prototype Plan |
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Initial Plan Installation Analysis Included |
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IRS Filing Fees |
As Applicable, for Individually Designed and Non-Standardized Prototype Included |
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Plan Design/Plan Review |
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BASIC ANNUAL ADMINISTRATION |
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Preparation of Form 5500 Series and Participant Records |
$1,350 |
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Plus each Participant Account (Unallocated) |
$75.00/part. |
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MISCELLANEOUS CHARGES (as needed) |
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Participant Termination & Retirement Benefit Calculations |
$150.00/hour |
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Trust Reconciliations (if applicable) |
$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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PBGC Filing |
$450.00/hour |
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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 |
$150.00/hour |
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Plans in excess of 100 participants |
QUOTED |
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