Our flat-fee pricing for recordkeeping and administration and low-cost investments with no revenue sharing ensures your plan is priced below most providers improving your employees’ chance of success.
Passport401k’s pricing is transparent, simple, and lower-cost than most 401ks.
New Plan Tax Credit – Companies Starting a new plan, may be eligible to claim a credit of up to $500 per year for startup and administration costs. Click to learn more.
Fee Payment – Quarterly Fees are paid by the employer until plan assets reach $200,000. After that the employer can elect to have fees paid by the plan. First Year Minimum – The first year minimum fee is $1,500. Other Fees – The Custom Profit Sharing Option adds $150 per quarter. Other fees for distributions, loans, and ancillary services apply and are detailed in our service agreement.
Custody and 3(38) Fiduciary Services
Education, Enrollment, and Plan Review Meetings
Asset-based fees will be automatically deducted from plan assets quarterly. Your Investment Advisor will charge a fee of .25%, .50%, .75%, 1.00% or 1.25% depending on your plan size and on the specific services provided. The above does not include the underlying investment management costs (expense ratios) of plan investments.
Click for details of investment management expenses.
Proposal Request Form
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