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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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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orea confidentiality agreement

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