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Why Choose Our 401k

According to Brightscope "the average cost of an employer sponsored 401(k) plan is between 0.50% and 2%, with some plans costing employers over 2% in annual fees." 

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At Samra Wealth Management we can help you eliminate unnecessary fees, and for many plans cap the cost of the your plan to 0.50%, including TPA Services, Record Keeping, Administration, Custodial and Advisory fees.

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Potentially reducing your administration costs by over 50%, with a customized plan including asset allocation portfolios with active management.

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Review Your Plan

By identifying the fees you see, as well as the fees you don't see, we may be able to save you more than 1% in annual fees.

Start A New Plan

As an employer the thought of implementing a new 401k plan may be daunting.  However, we'll walk you through the step-by-step process.

401K Profit Sharing + Cash Balance

A solution for Highly Compensated Employees (HCE), Business Owners and Partners allowing annual contributions up to: $417,100

    Fee cap applicable to 401(k) plans with a minimum of $4,000,000, plans exceeding 100 participants are assessed a $50 per participant recording keeping charge

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© 2020 by SAMRA WEALTH MANAGEMENT, A Member of Advisory Services Network, LLC.

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