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Sunwest Trust, Inc.

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www.sunwestira.com/main_ira.htm

3240 D Juan Tabo N.E.
Albuquerque, NM 87111
Mailing address: P.O. Box 36371, Albuquerque, NM 87176-6371
Phone: (505) 237-2225
Fax: (505) 275-1554
Contact form: http://www.sunwestira.com/contact.htm

Fee schedule: http://www.sunwestira.com/IRAFORMS/fee_disclosure.pdf

Account Application Fee = $50

Annual Fee
Accounts with an asset value up to $38,000.00 = $190.00
Accounts with an asset value above $38,000.00 = 1/2 of 1% of asset value

Single asset IRA: any account with a single asset and only one transaction per year = $190 per year

Example: Fees for an IRA valued at $100,000
Account Application Fee = $50
Annual Fee: $250