Finally, a 401(k) plan for small to medium sized businesses with protection like a large plan!
Simple + Affordable + Smart =

Enlighten Your Plan with Smart(k)

Simple & Transparent Fees

Fiduciary Support

Low-cost Investment Options

Participant Support
Features included
- Pre-tax and Roth contribution options
- 12 month service or immediate eligibility
- Participant loans
- Immediate vesting
- Investment Management
- Compliance Testing
- Online Enrollment
- Education and guidance

- Profit sharing options
- Safe Harbor contribution options
- Non-elective contribution
- Dollar for dollar match
- Custodial Services
- Signature Ready 5500
- My Retirement Goal financial modeling
- Online Distributions
- Complies with State-mandated plans
Simple


Complete Questionnaire

Review & Sign Plan Documents

Kick-Off Meeting

Participant Enrollment
Affordable
Fees | Rate* | Who Pays |
Set-Up Fee | $1000 (one-time) | Employer |
Base Fee | $2,000 | Employer |
Participant Fee | $30 per | Employer or Participant |
Asset Based Fee | 0.14% | Participants |
Advisory Asset Fee | 1% | Participants |
3(38) Fiduciary Asset Fee (optional) | .01% | Participants |
Government issued tax-credit for qualified plans available
*Annual rate unless otherwise noted
See plan document and disclosures for full fees.
Other Fees (depending on plan options)
Loans | $150 |
Distributions | $75 |
Profit Sharing Calculations | $500 |
Payroll Contributions (over 52) | TBA |
Smart
Our bundled solution for your affordable 401(k) plan!

Have an existing plan? Complete our form for a quote today.
Still have questions? We are here for you! Just give us a call. 1-256-705-5923