greg@keytpa.com
 
401(k)
PS
MP
New Comparability
Family 401k
Defined Benefit
Combo Plans
 
 
 
Fee Schedule
 
 Set-up for new plan:
 
One-person 401(k) $ 375 + $10 per participant
Defined Contribution standardized prototype $ 520 + $10 per participant
Defined Benefit standardized $ 625 + $10 per participant
Volume submitter and custom plans $ 975 + $20 per participant
 
 
 
 Annual Administration: (paid by Employer)
 
One-person 401(k) $ 125 + $10 per participant
Defined Contribution plans $ 675 + $40 per participant
401(k) plans (discount for 100+ employees) $ 875 + $50 per participant
Defined Benefit plans $ 1,400 + $50 participant
New Comparability Profit Sharing $ 1,150 + $50 participant
New Comparability 401(k) $ 1,330 + $50 participant
 
 
 
 Quarterly Asset Based Fees: (paid from Participant's accounts)
 
Maximun 0.1125% reduced by any Sub-TA fees received by TPA