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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 allocation, amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, additional forms
$125
Annual loan maintenance
$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)
$250
DC hourly install consulting (beyond 5 hours)
$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

Colorado

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

Plan document (owner only $750 / takeover no charge)$1250 + $10 per eligible participant
Administration (owner only $750)$1250 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)
$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms
$125
Annual loan maintenance
$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)
$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

Georgia

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

Plan document (owner only $750 / takeover no charge)$1250 + $10 per eligible participant
Administration (owner only $750)$1250 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)
$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms
$125
Annual loan maintenance
$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

Oregon

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

Plan document (owner only $550 / takeover no charge)$1050 + $10 per eligible participant
Administration (owner only $550)$1050 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)
$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

Florida

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

Plan document (owner only $750 / takeover no charge)$1250 + $10 per eligible participant
Administration (owner only $750)$1250 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)
$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

Washington

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

Plan document (owner only $750 / takeover no charge)$1250 + $10 per eligible participant
Administration (owner only $750)$1250 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)
$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

Wisconsin

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

Plan document (owner only $750 / takeover no charge)$1250 + $10 per eligible participant
Administration (owner only $750)$1250 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)
$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees

All Other States

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

Plan document (owner only $750 / takeover no charge)$1250 + $10 per eligible participant
Administration (owner only $750)$1250 + $30 per eligible participant

Defined Benefit Plans:

Plan document (takeover no charge)$1250 + $10 per eligible participant
Administration including actuarial certification$1950 + $50 per eligible participant

DB/DC Combination Plans:

Plan document (takeover no charge)$2750 + $20 per eligible participant
Admin. including actuarial certification (CB +$1000)$3550 + $50 per eligible participant

Special Transactions:

Comparability allocation, discretionary amendments$250
Trust accounting, consulting or CPA audit$125 per hour
Distributions, required amendments, additional forms$125
Annual loan maintenance$35
DB PBGC reporting, distributions or amendments$350
DB/CB hourly install consulting (beyond 5 hours)$250
DC hourly install consulting (beyond 5 hours)$125

Large Plan Division:

Special pricing applies to plans over $5 million and/or more than 200 employees