COMPANY RETIREMENT PLAN OPTIONS

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.

storick-401k-third-party-admin-services

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 Starting at
$65  $65 
per year 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