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The Entrust Group

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www.iraplus.com

Offices directory: http://www.iraplus.com/all_franchises.sqrl

Fee schedule for traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs and Coverdell (ESA): http://www.iraplus.com/iraplus/info/fees_assets_value.sqrl

1. Option 1: fee based on asset value of account

Account Establishment Fee = $50

Annual Recordkeeping Fee
If the Asset Value is between: Multiply Value by:
$0 and $20,000 0.0085
$20,001 and $80,000 0.0065
$80,001 and $180,000 0.0055
$180,001 and $300,000 0.0045
$300,001 and 500,000 0.0035
$500,001 and up 0.0030

Minimum fee = $125; maximum fee = $1,750

Example: Fees for an IRA valued at $100,000
Set-up Fee = $50
Annual Recordkeeping Fee = $550

2. Option 2: fee based on number of assets

Account Establishment Fee = $50

Annual Record Keeping Fee =
Minimum Annual Record Keeping Fee: $195 Per Asset, and/or Liability per year: $195 paid at time of acquisition

Fee schedule for Health Savings Accounts: http://www.iraplus.com/iraplus/info/hsa_fees.sqrl
Fee schedules for (1) Do Your Own Qualified Plans, and (2) “NOT” Do Your Own Plans, used for Entrust Individual 401(k) Plan and Entrust Flexible Profit Sharing 401(k) Plan: http://www.iraplus.com/iraplus/info/qp_fees.sqrl. This is for sole proprietorships, C corporations, S corporations, partnerships and other similar entities, and business owner, spouses, partners without common law employees.