ERISA 3(21) Fiduciary Fee Schedule
| ERISA 3(21) – Full Scope | |
|---|---|
| Annual Fees | |
| Plan assets valued between $0 and $5M | $10,000 |
| Plan assets valued between $5M and $10M | $15,000 |
| Plan assets valued between $10M and $15M | $25,000 |
| Plan assets valued greater than $15M | $30,000 |
| One-Time Setup Fee | $10,000 |
