Pricing

pricingPricing

Pricing

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.

Fee Schedule

Passport401k offers three pre-configured plan design options with features to maximize employee retirement readiness and streamline administration.

START

An affordable plan made for companies wanting to start their first 401k. Toll-free support from JULY’s experienced service team.

$360

Quarterly Plan Fee

+

$18

Quarterly Per Participant
+ 3.25 bps

Quarterly Asset-Based Fee

+$0 Setup Fee

FLEX

For start-up and existing plans wanting more flexible plan design options. Toll-free support from JULY’s experienced service team.

$450

Quarterly Plan Fee

+

$18

Quarterly Per Participant
+ 3.25 bps

Quarterly Asset-Based Fee

+$350 Setup Fee

ADVANCED

Maximize owner and key employee contributions and tax deductions. Service from a dedicated, experienced CSM.

$600

Quarterly Plan Fee

+

$18

Quarterly Per Participant
+ 3.25 bps

Quarterly Asset-Based Fee

+$350 Setup Fee

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.

ASSET – BASED FEES

Variable % Based on Plan Assets

Advisor Services
Asset-based fees will be automatically deducted from plan assets quarterly. The above does not include the underlying investment management costs (expense ratios) of plan investments. Click for details of investment management expenses.