PLAN FEES REPORT REQUESTEMPLOYER PLAN CONSULTINGemployerplans@osaic.com

PLAN FEES REPORT REQUEST

EMPLOYER PLAN CONSULTING

employerplans@osaic.com

Your Info

First and Last Name*

Wealth Management Firm Affiliation*

Select

Email*

Plan Fees Report Request

Plan/Client Name*

Plan Type*

Select

Number of Participants*

TPA*

Select

Plan Assets in $*

Recordkeeper

Weighted Investment Fees % (example: 0.25%)*

Recordkeeping Fees (example: 0.50% or $1000.00)*

TPA/Administration Fees (example: 0.50% or $1000.00)*

Advisor Fees (example: 0.50% or $1000.00)*

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