Below you can calculate the cost for our ERISA 3(38) Fiduciary services provided for different types of plan structures:
| 401(k) Profit Sharing Plan (Stand-Alone) | |
| Number of Participants | |
| ERISA 3(38) Fiduciary Services | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
| Recordkeeping, TPA, and Custodial Services | |
| Vanguard (Bundled) Annual Fee | $ |
| Vanguard (Bundled) One-Time Setup Fee (Existing Plans) | $ |
| Vanguard (Bundled) One-Time Setup Fee (New Plans) | $ |
| Total Annual Fees | $ |
| Total One-Time Setup Fees (Existing Plans) | $ |
| Total One-Time Setup Fees (New Plans) | $ |
| 401(k) Profit Sharing Plan w/ Defined Benefit Plan | |
| Number of Participants | |
| 401(k) Profit Sharing Plan Assets | $ |
| Cash Balance Plan Assets | $ |
| ERISA 3(38) Fiduciary Services for PSP | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
| ERISA 3(38) Fiduciary Services for DB Plan | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
| Recordkeeping and Custodial Services for PSP | |
| Vanguard (Unbundled) Annual Fee | $ |
| Vanguard (Unbundled) One-Time Setup Fee (Existing Plans) | $ |
| Vanguard (Unbundled) One-Time Setup Fee (New Plans) | $ |
| TPA Services for PSP and DB Plan | |
| Farmer & Betts Annual Fee | $ |
| Farmer & Betts One-Time Setup Fee (Existing Plans) | $ |
| Farmer & Betts One-Time Setup Fee (New Plans) | $ |
| Total Annual Fees | $ |
| Total One-Time Setup Fees (Existing Plans) | $ |
| Total One-Time Setup Fees (New Plans) | $ |
| 401(k) Profit Sharing Plan w/ Cash Balance Plan | |
| Number of Participants | |
| 401(k) Profit Sharing Plan Assets | $ |
| Cash Balance Plan Assets | $ |
| ERISA 3(38) Fiduciary Services for PSP | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
| ERISA 3(38) Fiduciary Services for DB Plan | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
| Recordkeeping and Custodial Services for PSP | |
| Vanguard (Unbundled) Annual Fee | $ |
| Vanguard (Unbundled) One-Time Setup Fee (Existing Plans) | $ |
| Vanguard (Unbundled) One-Time Setup Fee (New Plans) | $ |
| TPA Services for PSP and DB Plan | |
| Farmer & Betts Annual Fee | $ |
| Farmer & Betts One-Time Setup Fee (Existing Plans) | $ |
| Farmer & Betts One-Time Setup Fee (New Plans) | $ |
| Total Annual Fees | $ |
| Total One-Time Setup Fees (Existing Plans) | $ |
| Total One-Time Setup Fees (New Plans) | $ |
| Defined Benefit (Cash Balance) Plans | |
| Defined Benefit or Cash Balance Plan Assets | $ |
| ERISA 3(38) Fiduciary Services for DB/CB Plan | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
