Providers and Fees

Plan Advisor
We are the "head coach" for the plan, overseeing all aspects of the plan including the investments.

1.00% of Plan Assets

In other words, if you have $1,000 invested, the annual fee is $10

Custodian
Charles Schwab is like the bank for your plan; they hold plan assets, make trades, and report objectively on what happens.

0.06% of Plan Assets

In other words, if you have $1,000 invested, the annual fee is $0.60

Third Party Administrator (TPA)
The TPA provides administration, annual reporting, and compliance with IRS and Department of Labor. They provide your annual participant statement showing your balance each year.

Paid by your employer—no fee to you as a participant.

Total Annual Participant Fees:

1.06% of Plan Assets

In other words, if you have $1,000 invested, the annual fee is $10.60