Standard Pricing Schedule

ShareBuilder 401(k) Plans
Our goal is to provide straightforward, affordable pricing without any hidden charges. Please take time to review the pricing schedules. To get a custom quote for your business, click here.
 
owner-operated
2–10 employees
Safe Harbor
2+ employees
Plan Sponsor Costs
Setup* $195 $495 $995
Annual Administration None None None

 Monthly Administration

    2-15 participants
    16-50 participants
    51+ participants
 
$15 per
participant
$95


$100
$150
$200
Participant Costs
Annual Account Fee** 0.75% 0.75% 0.75%
Distributions/ Withdrawals $50/event $50/event $50/event
Loans $75/loan $75/loan $75/loan
Required minimum distribution $100 $100 $100
* Setup and annual administration fees may be eligible for a tax credit. Please consult your accountant or tax advisor for additional details.
**Annual Account fees of 0.1875% are assessed at the end of each calendar quarter on a pro-rated basis. Account Fees may be higher if you are working through a third-party investment advisor. Please contact your investment advisor for details.
Custom Services
ShareBuilder offers full-service 401(k) plans. Should you require custom or non-standard services, those charges are listed below for your convenience. This also includes infrequent services.
 
owner-operated
2–10 employees
Safe Harbor
2+ employees
Plan Sponsor Costs
Automated Clearing House (ACH) notice of change due to client error or non-sufficient funds $50 $50 $50
Determination letter filing $500 $500 $500
IRS submission fee for the determination letter $1,000 $1,000 $1,000
DOL or IRS audits $600 base, plus $100/hour over 5 hours $600 base, plus $100/hour over 5 hours $600 base, plus $100/hour over 5 hours
Custom requests and extraordinary services $75/hour $75/hour $75/hour
Federal filing extension $100 $100 $100
Plan amendment $100 unless otherwise noted $100 unless otherwise noted $100 unless otherwise noted
Roth plan amendment $200 $200 $200
Plan migrations to PLAN4TEN: $250
to PLAN4MOST: $250		 to PLAN4MOST: $250
to PLAN4ONE: $400		 to PLAN4ONE: $400
to PLAN4TEN: $400
Plan terminations $125 $600 base, plus $50/participant $600 base, plus $50/participant
Plan transfers $75/hour $500 $500
Plan Restatement required by IRS due to regulation changes (infrequent) Fee will vary based upon requirements mandated by the IRS. The last restatement price was $100. Fee will vary based upon requirements mandated by the IRS. The last restatement price was $400. Fee will vary based upon requirements mandated by the IRS. The last restatement price was $400.
Distribution Benefits for death, disability or retirement $50 $50 $50

Next Steps

Or
Call a 401(k) Consultant
800–943–6108 x1
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Advisory services are provided by ShareBuilder Advisors, LLC, a registered investment advisor.
ShareBuilder Advisors, LLC, is a subsidiary of ING Bank, fsb.

401(k) plans are:  Not FDIC insured · Not Bank guaranteed · May lose value