Plan Assets

Plan Assets
Fee Rate
$0- $249,000 1.50 %
$250,000- $499,999 1.45%
$500,000- $999,999 1.40%
$1,000,000- $1,999,999 1.35%
$2,000,000- $9,999,999 1.30%
$10,000,000- $24,999,999 1.25%
$25,000,000- $49,999,999 1.20%
$50,000,000- $74,999,999 1.15%
$75,000,000- $99,999,999 1.10%
$100 million + Negotiable
   
Above fees include setup, administration, support, and all plan advisory fees