-- Thank you Scott for sharing valuable information about how you setup & administer the 401K Plan for your office. I am shopping for someone to write a Plan for our 4 total employees solo office.
We presently use a 401keasy plan out of CA, they charge $900 every year to maintain the documents current. (?????)
We presently use Vanguard for investments(Non Prototype)where we deposit the funds every month.
Our accountant does the calculations & files the 5500 each year for $7500
When we had our earlier custom Profit Sharing plan written by an attorney, after the initial fees, I use to pay him only if the Plan needed any IRS mandated changes, but not every year.
I want to change the present setup, by getting a plan written for our office, which charges only when a Change is made & not every year. The rest continuing the same.
Thanks for any help to get me names & no. of the Plan Writers
Thanking you Scott
Raj
