At Omnia Executive, we believe in equipping our clients with the necessary resources and tools to make informed financial decisions. With our expert insights and trusted advice, you can achieve your financial goals and secure a prosperous future for you and your loved ones.
$2,000 + $20 Per Participant + 0.05% of plan assets *
3(38) Investment Fiduciary
0.05% of plan assets
*0.05% for administration does not apply if paid by record keeper
Non-Safe Harbor 401(k) Plans
New Plan Setup
$800
Transition of Existing Plan
$1,500
Administration and Annual Compliance Services
$2,500 + $30 Per Participant + 0.05% of plan assets *
3(38) Investment Fiduciary
0.05% of plan assets
*0.05% for administration does not apply if paid by record keeper
PLEASE NOTE: Investment fiduciary services are offered in partnership with affiliated Registered Investment Advisory firms and will be assigned dependent on your chosen record keeping platform. Please refer to ERISA Advisory Service Agreements for further details.
