Fees for retirement plan consulting services are negotiable and can be structured as a flat annual fee, a percentage of assets, or a one-time service fee. The table shows fee ranges based on plan size. For example, for a plan between $0 and $1 million, the fee ranges from 0.1% to 1% or $500 to $10,000. The Plan Level Investment Selection 3(38) service incurs an additional 5 to 10 bps per year. Travel and material costs for employee education are charged separately.
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Learn about disclosures →Aanal is an investor in rental properties through 258 AS Realty and AS Realty since 2017. A broker manages the properties, and Aanal dedicates minimal time to these activities.