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 |
| 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 | $ |
| 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 | $ |
| 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 | $ |
| ERISA 3(38) Fiduciary Services for DB/CB Plan | |
| iQ401k Annual Fee | $ |
| iQ401k One-Time Setup Fee | $ |
