iQ401k https://iq401k.com/

Fee Calculator

Use the calculator below to determine the cost for your retirement plan. First, select the the type of retirement plan. Then, enter the number of participants or plan asset value:

Number of Participants
401(k) Profit Sharing Plan ONLY
ERISA 3(38) Fiduciary Services for 401(k) PSP
iQ401k Annual Fee $
iQ401k One-Time Setup Fee $
Recordkeeping and Custodial Services 401(k) PSP
Vanguard Unbundled Annual Fee $
TPA Services for 401(k) PSP
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)$
Start-Up 401(k) Profit Sharing Plans Qualify for a Discounted Rate of 0.70% of Plan Assets till Plan Reaches $357,000
Number of Participants
401(k) Profit Sharing Plan Assets $
Cash Balance Plan Assets $
401(k) Profit Sharing Plan w/ Defined Benefit Plan
ERISA 3(38) Fiduciary Services for 401(k) 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 401(k) PSP
Vanguard (Unbundled) Annual Fee $
TPA Services for 401(k) 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)$
Start-Up 401(k) Profit Sharing Plans Qualify for a Discounted Rate of 0.70% of Plan Assets till Plan Reaches $357,000
Number of Participants
401(k) Profit Sharing Plan Assets $
Cash Balance Plan Assets $
401(k) Profit Sharing Plan w/ Cash Balance Plan
ERISA 3(38) Fiduciary Services for 401(k) PSP
iQ401k Annual Fee $
iQ401k One-Time Setup Fee $
ERISA 3(38) Fiduciary Services for CB Plan
iQ401k Annual Fee $
iQ401k One-Time Setup Fee $
Recordkeeping and Custodial Services for 401(k) PSP
Vanguard (Unbundled) Annual Fee $
TPA Services for 401(k) PSP and CB 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)$
Start-Up 401(k) Profit Sharing Plans Qualify for a Discounted Rate of 0.70% of Plan Assets till Plan Reaches $357,000
Defined Benefit or Cash Balance Plan Assets$
Fiduciary Services Only for Defined Benefit or Cash Balance Plan
ERISA 3(38) Fiduciary Services for DB/CB Plan
iQ401k Annual Fee$
iQ401k One-Time Setup Fee$