401(k) PLAN FEE DISCLOSURE FORM For Services Provided by ePlan Services Total Plan Expenses Role(s) performed by service provider (check all that apply) Custodian/Trustee Investment Professional Record Keeper Other (Describe): ThirdParty 2026

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The document is a 401(k) Plan Fee Disclosure Form detailing the services and fees associated with two service providers, ePlan Services and Employee Fiduciary. It outlines total plan expenses, roles of the service providers, annual fees for various investment funds, and how provider fees are calculated and deducted. The total plan assets are reported as $230,610.09 with 12 eligible employees. The document emphasizes the importance of understanding fund expenses and their impact on investor returns.

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How to use or fill out the 401(k) PLAN FEE DISCLOSURE FORM For Services Provided by ePlan Services

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Click ‘Get Form’ to open it in the editor.
Begin by reviewing the 'Role(s) performed by service provider' section. Check all applicable roles such as Custodian/Trustee, Investment Professional, Record Keeper, and Third-Party Administrator.
Enter the 'Total Plan Assets' and 'Eligible Employees' in their respective fields to provide context for the fees outlined.
In the 'Annual Fees' section, list each fund name along with its corresponding expenses and provider fees. Ensure accuracy in percentages and dollar amounts.
Review the total fees calculated at the bottom of the form. Make sure they reflect all entries accurately before finalizing your document.

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What is 408 B 2 401k fee disclosure?

Every 401(k) plan comes with costs. They generally fall into two categories: Administrative fees The cost of running the plan, including asset custody, participant recordkeeping, ERISA compliance (e.g., nondiscrimination testing), investment management, and customer service.

How to see 401k plan fees?

Investment management fees take a percentage of managed assets, reducing investment returns over time. Trading fees appear when participants adjust their investments. Administrative fees cover loan management and legal compliance, adding extra plan costs. These small costs add up quickly and reduce retirement savings.

What are normal fees for a 401k plan?

401(k) fees can range between 0.5% and 2% or even higher, based on the size of an employers 401(k) plan, how many people are participating in the plan, and which provider is offering the plan. The average annual fee charged by most funds is 1%, according to the Center for American Progress.

Why am I being charged fees on my 401k?

Employers and plan providers are required by law to provide disclosure documents that detail the costs associated with your retirement plan once a year. These documents often include an itemized list of administrative fees, investment fees and any additional charges that may apply.

How can I avoid 401k fees?

Tips for Avoiding Excessive 401(k) Fees in the Future Review expense ratios of funds in your 401(k) plan. Steer clear of investments with hidden charges, such as other asset-based charges or unnecessary advisory services. Talk to your employer about changes to help lower total asset-based fees in the plan they provide.

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Why does my 401k have a fee?

By far the largest component of 401(k) plan fees and expenses is associated with managing plan investments. Fees for investment management and other investment-related services generally are assessed as a percentage of assets invested. You should pay attention to these fees.

401(k) PLAN FEE DISCLOSURE FORM For Services Provided by ePlan Services Total Plan Expenses Role(s) performed by service provider (check all that apply) Custodian/Trustee Investment Professional Record Keeper Other (Describe): ThirdParty 2026

Here's how it works

How to use or fill out the 401(k) PLAN FEE DISCLOSURE FORM For Services Provided by ePlan Services

Complete this form in 5 minutes or less

Got questions?

What is 408 B 2 401k fee disclosure?

How to see 401k plan fees?

What are normal fees for a 401k plan?

Why am I being charged fees on my 401k?

How can I avoid 401k fees?

Complete this form in 5 minutes or less

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Why does my 401k have a fee?

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