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About 401kDIRECTPRO

401kPRO is a RecordKeeper and provides the technology platforms (RecordKeeping, Custody, Trust System, etc.) and our domain expertise to the Retirement Plan Industry Professionals (Plan Sponsors, Investment Professionals, TPAs, Payroll Firms, CPAs, Broker Reps, Plan Consultants, etc.) to help them with their clients' DC Plans (401k, 457, 403b, and Profit Sharing). Visit our website: http://www.linkedin.com/company/401kdirectpro FEES: 401k, 403b, 457 Plans: (Quarterly Minimum Fee is approximately $625/Quarter). Setup Fees: $500 + $5/Participant Setup Annual Fees: RecordKeeping Annual: 25BPS with $2500 Annual Minimum for Plans with Assets under $10-Million. RecordKeeping Per Participant Annual: $20 Per Participant Annual Charles Schwab Custody & Trading Annual: Based on Custodian Fees (ranges from 4bps to 10bps based on Assets and ETF Trading Fees) with an Annual Base of $500. Distribution Fees: $100 Per Distribution paid by the Participant Loan Setup Fees: $100 Per Loan paid by the Participant Loan Annual RecordKeeping: $50 Per Loan paid by the Participant TPA Fees Annual: Based on your Local TPA Any/All available Fund Credits (12b1, Sub-TA, SSF) credited back to Plan to offset and reduce Plan Expenses. Plan Website: https://drp.retirement.schwabrt.com/ ***24x7 HelpDesk (support@401kdirectpro.com).*** Visit our website: http://www.linkedin.com/company/401kdirectpro

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