Where participants are reunited with their retirement savings

Account Holder Fees

Fees for services provided are assessed based on account balance as follows:

Account Balance: Monthly Fee

  • Up to $3,000: $5.00
  • $3,000.01 - $ 5,000: $ 4.50
  • $5,000.01 - $15,000: $2.50
  • Greater than $15,000: $1.00

User fees are charged for the following services as indicated:

  • Withdrawals: $50
  • Installment Payments: $50 per year*
  • Conversions: $50
  • Account Research: $75/hour
  • Express check delivery: $35
  • Other services as quoted, upon request

*Fee is assessed as $50 divided by the payment frequency per year and charged with each payment.

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