Welcome to Executive Benefit Plans, Inc.


Main Link Column
Select this link Retirement Plans
Select this link Strategies
Select this link Employee Benefits
Select this link Individual Benefits
Select this link Participant Info
Select this link White Papers
Select this link Consulting Service
Select this link Proposal Request
Select this link Administration
Select this link Contact
Select this link News
Select this link Blog
Select this link Home

Plan Fees. . . Generally Speaking

Retirement plan fees can be all across the board.  Small business 401k plans have taken an especially hard hit over the years.  The fact of the matter is as technology improves the costs are less.  Your 401k plan does not have to cost that much. . .

Initial Set Up Fees range from $600 for new plans to $1,200 for existing or takeover plans. This fee includes the plan design, plan prototype document, enrollment meeting material to introduce the plan to participants, and most filings with he IRS.

Annual Ongoing Operation fees range from $950 to $1,250 annually and in most cases include amendments to the plan document, and 'signature ready' 5500 forms as required.

Participant fees will range from $12 to $24 annually depending on the plan size, valuation method, and design.  these fees are usually paid by each plan participant deducted from their accounts on a quarterly basis.

Asset Management Fees are generally deducted from each participant account and will vary based on the size of the plan, the type of fund, and the investment provider.

For a detailed proposal we invite you to request an online quote.  Only then will you fully appreciate the value of our team designing a custom retirement plan for your company.  Of course at no cost or obligation to you!  'Click Here' for an E-Quote. . .

For Professional Consultation Services Contact:
Executive Benefit Plans, Inc.
Suite 1188
1186 Route 56 East
Apollo, PA 15613-9725 USA

Phone: 800-622-2411 or Fax: 724-478-1688
E-mail -

Contact Us  |  Proposal Request

To Open, Review, and/or Print our Corporate Brochure - Click Here 


Retirement Plans

Select this link Consulting Services

Select this link Qualified Plans

   Select this link Savings Calculator

   Select this link  401k

   Select this link Safe Harbor 401k

   Select this link Roth 401k

   Select this link SIMPLE 401k

   Select this link Profit Sharing

   Select this link Money Purchase

   Select this link Defined Benefit

   Select this link Cash Balance

   Select this link Successor Plan Rule

   Select this link IRC 401(a)

   Select this link ERISA 404(c)

   Select this link Prohibitive Transactions

   Select this link Fiduciaries

   Select this link Contribution Limits

   Select this link Controlled Groups

Select this link Other Plans

   Select this link IRAs

   Select this link 419(e)

   Select this link SEPs

   Select this link SARSEPs

   Select this link SIMPLE IRA

Other Links

Select this link Tests

    Select this link ACP Test

    Select this link ADP Test

Select this link Restatements

Select this link Amendments

Select this link Mistakes

Select this link Catch-up

Select this link Funding Limits

Select this link EGTRRA Q&A

Select this link Conduit IRA

Select this link Pricing

Select this link Quote

Select this link White Papers

Select this link FAQs

Select this link Glossary



Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, July 03, 2015 05:21 PM


Privacy Statement - Executive Benefit Plans, Inc. Copyright 1996 - 2015 All Rights Reserved - Legal Statement
Website Powered by UHSystems