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) Plans are Billed 0.70% of 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) Plans are Billed 0.70% of 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) Plans are Billed 0.70% of 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 | $ |