Providers and Fees

Provider Role
Services Provided
Annual Participant Fee

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.

0.06% of Plan Assets

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

Total Annual Participant Fees:

1.06% of Plan Assets

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