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Fee Schedules

California

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1450 + $10 per eligible participant
Administration (owner only $750)$1650 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1450 + $10 per eligible participant
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge) (CB +$1000)
$3150 + $20 per eligible participant
Admin. including actuarial certification (CB +1000)
$3750 + $50 per eligible participant

Special Transactions:

Comparability, amendments or 8955-SSA/5330
$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, extensions or additional forms
$125
Annual loan maintenance
$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)
$400
(additional fees may apply for compliance issues or plan terminations)

Colorado

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1500 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)
$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments or QDRO
$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms
$125
Annual loan maintenance
$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs$400




Georgia

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1500 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)
$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments or QDRO$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms
$125
Annual loan maintenance
$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs
$400
 



Oregon

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1300 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)
$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs
$400




Florida

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1500 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)
$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs$400




Washington

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1500 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)
$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs$400




Idaho

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1500 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)
$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs$400




All Other States

401(k) Profit Sharing or 403(b) Plans:

Plan document (owner only $750 / takeover no charge)$1250
Administration (owner only $750)$1500 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1400
Administration including actuarial certification$2150 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2950
Admin. including actuarial certification (CB +$500)$3950 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Hourly trust accounting, consulting or CPA audit$150
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB/CB PBGC, distributions, amendments or hourly install over 5hrs$400