Total Retirement Plan Administration

Comparing 401k Plan Pricing & Fees:

Company’s who currently have a 401k plan in place can compare fees by looking at the 408 (b)(2b) schedule as well as the invoice provided by their administrator.

401k Investment Selections: 

We can compare the investments in your current plan to a customized portfolio within our proposals. Your company 401k plan investment selections have a range of mutual funds which vary from each provider.

Customized 401k & Retirement Plan Proposals:

Whether you are looking to start up a new 401k plan or review an existing 401k plan, our proposals are all customized based upon the information on your company.

How it works: 

Getting started is simple, while we handle all the tax filings and administration. That not only helps eliminate headaches but eliminates the liability from your business. Click here to find out more on how to get started.

401k Administration Fees

Fees Storick Group  Average Competitors
New (Start-Up) Plans  $0  $500
Existing (Conversion) Plans  $0  $200
Annual 401K Administration  $65  $1,500
One-time only set-up  $0  $550
Per Participant
 $0  $50
Restatement of Plan Document
 $0  $100
Loans
$50 $100
Retirement Plan Administration Fees

Third Party Administrator

Total Plan Administration Services

Our retirement third party administrators and advisors will work closely with your company goals to design a retirement plan that meets suits your business. Retirement plans are complicated to select on your own, and our team of experts are here to guide you.

tpa services plan administration

Solo 401(k) Plans

Solo 401k for Single business owners with
no employees or part-time employees. 

  • Traditional or Roth contributions
  • Contribute up to the 401(k) maximum
  • Tax Benefits for Employers
  • Flexible Plan Design
  • Wide range of mutual funds
  • Salary deferrals

starting at$65 per year
through our select providers

Group 401(k) Plans

Small, mid or large size businesses’ 401k retirement savings. Reduce company costs on administration and maintenance fees.

  • Traditional, Roth or Safe Harbor 401k Option
  • Contribute the 401(k) maximum
  • Optional employer contribution
  • Tax Benefits for Employers
  • Flexible Plan Design
  • Wide range of mutual funds

starting at$65 per year
through our select providers

Profit Sharing Plans

Employees receive a percentage of a company’s
profits based on its quarterly or annual earnings.

  • Customized profit sharing plan
  • Great way for a business to give its employees a sense of ownership in the company

starting at$85 per year
through our select providers

Cash Balance Plans

Employers credits participant’s account with a set percentage of his or her yearly compensation plus interest charges.

starting at$665 per year
through our select providers

401(k) Total Plan Administration Comparison

Solo 401k Group 401k
Cost Starting at
$65
per year
Starting at
$65
per year
Number of Employees  1  1 – 300
Safe Harbor    
Traditional (Pre-Tax)

Roth (After Tax)

   
Online access to employers & employees from provider  
Company retirement plan design  
Conducting individual advisory on-site meetings     
Consulting on mergers and bankruptcies  
Fiduciary and liability protection

• 3(16) Fiduciary • Plan Administrator
• 3(38) Fiduciary • Investment Manager
• 3(21) Fiduciary • Investment Advisor

   
Originating and maintaining participant loans    
Prepared tax filings and disclosures:

Form 5500, SPD, Safe-Harbor Notice

     
Preparing quarterly benefit statements      
Sending participant notices & fee disclosures      
Updating investment lineup