Pricing
Pricing
Pricing
Our flat-fee pricing for recordkeeping and administration and low-cost investments with no revenue sharing ensures your plan is priced below most providers, improving your employees’ chance of success.
Fee Schedule
Passport401k offers three pre-configured plan design options with features to maximize employee retirement readiness and streamline administration.
START
An affordable plan made for companies wanting to start their first 401k. Toll-free support from JULY’s experienced service team.
$360
Quarterly Plan Fee+
$18
Quarterly Per Participant+ 3.25 bps
Quarterly Asset-Based Fee
+$0 Setup Fee
FLEX
For start-up and existing plans wanting more flexible plan design options. Toll-free support from JULY’s experienced service team.
$450
Quarterly Plan Fee+
$18
Quarterly Per Participant+ 3.25 bps
Quarterly Asset-Based Fee
+$350 Setup Fee
ADVANCED
Maximize owner and key employee contributions and tax deductions. Service from a dedicated, experienced CSM.
$600
Quarterly Plan Fee+
$18
Quarterly Per Participant+ 3.25 bps
Quarterly Asset-Based Fee
+$350 Setup Fee
New Plan Tax Credit – Companies starting a new plan may be eligible to claim a credit of up to $500 per year for startup and administration costs.Click to learn more.