Employer 401(K) Plans
EZTPA 2025 Brochure
Annual Administrative Base Fee
$1800.00
Annual Fee
-
Per Eligible Employee Fee: $20.00 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
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