The Makes Sense 401k: A breakthrough retirement plan that makes sense for employers and their employees.
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Summary of Makes Sense 401k implementation costs
Adopting Employer Setup & Conversion Fee
- One-Time Setup Fee $0.00
Adopting Employer Annual Administration Fees*
- Annual Base Fee - See note below* $0.00*
Adopting Employer First Year Fee Estimate
- Setup and Annual Asset Based Fee $0.00
Adopting Employer Ongoing Annual Fee Estimate
- Annual Adminstration Fees $0.00
Trustee, Administrator and Custodian Fees
- All costs of Fiduciary Wise, FutureBenefits of America and MidAtlantic Trust 0.65%
- Per Participant Annual Fee $35.00
Servicing Advisor Fee
- Servicing Advisor variable
Potential Additional Fees (charged to participant)
- CMS Risk Managed Portfolios 0.50%
- Termination and Withdrawals $50.00
- Loan Setup (per loan, from participant accounts) $50.00
- Loan Annual (per loan, from participant accounts) $0.00
NOTE REGARDING ADOPTING EMPLOYER ANNUAL ADMINISTRATION FEES:
For plans with assets less than $167,000, a $187.50 quarterly fee will be assessed until assets reach $167,000. Employers may optionally pay this fee.
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Call us toll-free at: 1-877-843-4015 (1-877-THE-401k).