Are there any other fees or charges in addition to your fees?

Our set up fees are all inclusive. There are no additional costs or fees for actuarial services, legal or tax.

Other than our set up fees and annual administration, you may need to consider the following costs:

1) Bonding (if applicable)
2) Plan amendment fees. The IRS may require your plan to be amended and restated on occasion. Our amendment charge is normally minimal, and our last required amendment fee was $400.

But for the most part, there should be no add'l fees for you to be concerned about.