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ERISA 3(21) Fiduciary Fee Schedule

/ERISA 3(21) Fiduciary Fee Schedule

ERISA 3(21) Fiduciary Fee Schedule

ERISA 3(21) - Limited Scope
Annual Fees
Plan assets valued between $0 and $5M $2,500
Plan assets valued between $5M and $10M $5,000
Plan assets valued between $10M and $15M $7,500
Plan assets valued greater than $15M $10,000
One-Time Setup Fee $2,500

ERISA 3(21) - Specific Scope
Annual Fees
Plan assets valued between $0 and $5M $5,000
Plan assets valued between $5M and $10M $10,000
Plan assets valued between $10M and $15M $15,000
Plan assets valued greater than $15M $20,000
One-Time Setup Fee $5,000

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