A New 401k & 403(b) Designed for Nonprofits
In partnership with
The Startup Plan
PLAN FEATURES
Personal Investment Advisor
Auto Enrollment and Eligibility Options
Choose Match or Non-Elective Contributions
Loans and Hardship Withdrawal Options
Safe Harbor Options
Choose Length of Employment for Eligibility
SERVICES
Plan Design
Payroll Integration
Dedicated Service Team
Third-Party and 3(16) Plan Administrator
Fiduciary Investment Oversight
Record-keeping
Plan Document Maintenance Program
Custody
PLAN PRICING
For organizations starting their
first 401k or 403(b)
No Hidden Fees
Price Locked for 3 Years
Plan Monthly Fee: $80
Employee Monthly Fees: $6
One-time Startup Fee: $750
Investments will incur fees based on participant selection and account
balance and are paid by the participant.
The Level Up Plan
PLAN FEATURES
All of the above plus:
Flexible Plan Design
New Comparability, Integrated & Pro-Rata Options
Choose Match, Non-elective, or QACA
Vesting Options
SERVICES
All of the above plus:
Plan Consultation
Company-specific analysis for recommending advanced plan features
PLAN PRICING
For existing plan conversions, profit sharing, and additional features.
Same as above plus: $30/mo
It’s easy to get started.
Rolling out a new benefits program can be overwhelming. We’ll help make this decision as quick and easy as possible. Contact us below for a no-pressure conversation about your organization’s needs and whether this plan may be right for you.