Corporate Pricing Plans

Foundations Plan

Perfect for the small plan that is just getting started. If you are expecting the 401(k) assets to grow quickly, have custom needs, or want profit sharing, consider another plan.

Express Plan

Great for the new or existing plan that expects moderate growth with future custom plan needs.

Advanced Plan

The perfect plan for the company that wants to offer a competitive benefits package, profit sharing, and other custom executive compensation needs.

Employer Fee

This fee is paid by the employer via electronic transfer.

$40 Monthly

+ $15 Per Participant*

*First 5 participants only $7 per month

$115 Monthly

+ $5 Per Participant

$165 Monthly

+ $5 Per Participant

Employee Fee

This fee is billed and deducted directly from the plan assets.

.50% Annually

=

.45% Annually

=

.40% Annually

=

Fiduciary & Administrative Fee

.40% Annually

+

.40% Annually

+

.35% Annually

+

Average Investment Expense

.10% Annually

Charged by Fund Company

.05% Annually

Charged by Fund Company

.05% Annually

Charged by Fund Company

Benefits of the Plan

Foundations

Low cost plan with access to 50+ mutual funds. Add a Roth option at no additional cost.

Express

Great for small but growing businesses who anticipate more complex needs in the future. Access to thousands of investment options right away.

Advanced

Great for businesses that anticipate more custom needs, executive compensation strategies, profit sharing “new comparability" funding and more.

Limitations of the Plan

Foundations

Limited customization around vesting schedule, limited profit sharing funding options, no self directed accounts.

Express

No Roth option available, vesting is full and immediate, and limited profit sharing funding options.

Advanced

Most expensive of the plans but provides the most robust options and customization.

Step 1: Complimentary Corporate Plan Discussion

Learn about how a partnership with Alphamint will impact your firm, and how your 401(k) plan compares to the industry averages.

Step 2: Complete the Planning Questionnaire

This questionnaire helps us understand your company retirement plan needs along with specific goals of business owners and executives.