401k Questionnaire

*Name:

*Company:

*Address:

*City:

*State:

*Zip:

*Phone:

*Address:

*Email:

*Name of Plan

*Date of Last RFP/Plan Benchmarking

Name of Plan Provider

What type of Retirement Plans do you currently have?

Number of Participants?

Number of eligible employees?

Current plan assets?

Number of locations?

Number of Payrolls?

Plan Document Type (i.e. Standard Prototype, Non-Standard, Custom, or Volume Submitter)

Current Administrative Fees

Current Asset Fee

What is the Annual Cash Flow including employer and employee contributions?

Additional Comments: