As Your 401(k) Plan Assets Grow, So Do Your Savings

No matter the number of participants or assets in your plan, your plan will have clearly defined milestones. If your plan is under $5M, we lower your administration pricing too—most plans over $5M have no administration cost paid by the employer at all. Note that if employee withdrawals, market events, or other events drop your average asset balance for your company plan below your current level, your pricing may be increased for the next quarter.

Automatic Pricing Discount Example

Our pricing is standardized by assets and participant size (those with a balance in your plan). Below is a sample of how pricing changes for a plan with over $25M assets and 501-750 participants with an account balance.

Plan Assets 501-750
$25M-$29.9M 0.38%
$30M-$34.9M 0.33%
$35M-$39.9M 0.28%
$40M-$44.9M 0.22%
$45M-$49.9M 0.19%

You should carefully consider information contained in the fund's prospectus, including investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, please visit the fund's detailed quote page in the Our Investments section of the website or give us a call at 800-943-6108. Please read the prospectus carefully before investing.