• 228, Spring Rd, Suite 1, Malvern PA 19355
  • Free Consult888.398.7206
  • Mon - Fri: 8:00AM - 6:00PM

Installation Fee



One Time

  • Signature ready adoption agreement
  • IRS pre-approved prototype basic plan document
  • Individual Salary Reduction Agreement
  • Loan Forms & Amortization Schedules (additional fee may apply)
  • Distribution Forms

Annual Maintenance Fee



Annual Fee

  • Online Library for maintaining required documentation
  • Online client contact center
  • Individual Salary Reduction Agreement
  • All legal amendments required by the IRS or congress
  • Explanation of plan provisions
  • Online customer service support for Q&A
  • Annual Compliance Support

IRS Form 5500 Filling Fee

For accounts over $250,000



Per Filling

  • IRS Form 5500-EZ: $199.95 per filling
  • Delivered electronically to you and your client the signature ready form 5500-EZ
  • Note: This service is available only to customer who purchase an EZSOLO(k) plan document