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."
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.
Potentially reducing your administration costs by over 50%, with a customized plan including asset allocation portfolios with active management.
1
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