Low Fee 401k

Low Fee 401k.com

Welcome to Low Fee 401k

A Simple Way to Build a Better 401k

Low Fee 401k is a service offered by Oak Street Advisors an independent, fee only,
Registered Investment Advisory Firm. Our goal is to make high quality, low cost 401k
plans available to plan sponsors and their employees regardless of the size of the
company or the amount of assets in the plan.

We can offer you and you employees a turnkey 401k package that includes:

Assistance with plan design and set up
A menu of investment options selected for performance, superior management,
and low cost from an almost complete universe of mutual fund companies.
Professionally selected risk based portfolios
Ongoing monitoring of investment options
Participant education and sign up
Online account access for participants
Online performance reporting for plan participants
Online tools for plan sponsor
Online employee meetings
Quarterly account statements

Click here to learn more.

How we can lower your plan costs:

All 12b-1 fees received by the administrator are rebated to the plan
All third party transfer fees received by the administrator are rebated to the
plan
We utilize technology to deliver the services you need
We work with a third part administrator that specializes in low cost 401k
services

Click here to learn more.

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