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Employer 401(K) Plans

EZTPA 2022 Brochure Plan

EZTPA 2022 Brochure

Annual Administrative Base Fee
$1700.00 Annual Fee
  • Per Eligible Employee Fee: $10.00 per (for each employee over 10 eligible employees)

*Pricing assumes recordkeeper provides EZTPA revenue sharing of 0.05% (additional fees may apply)

Advanced Profit Sharing Plan(annualized)
$500.00 Annual Fee
  • Includes Social Security Integrated and New Comparability Plan Designs

*Pricing assumes recordkeeper provides EZTPA revenue sharing of 0.05% (additional fees may apply)

Installation Fee
$1500.00
  • *Includes IRS Plan Document.

*Pricing assumes recordkeeper provides EZTPA revenue sharing of 0.05% (additional fees may apply)

** Installation fee waived for takeover plans with greater than $500,000 in plan assets if recordkeeper provides TPA installation allowance