Who We Serve
Retirement Plans for Privately Held Businesses
Audit-ready oversight for retirement plans for private companies, with defined processes, fee control, and scalable education.
How We Help Privately Held Businesses
We help private employers navigate plan costs, compliance, and employee engagement, often bringing strategic clarity to plans for the first time. Our private company 401(k) consulting keeps decisions documented and fees predictable.
Your Operating Reality
Owner-led decisions, lean HR support, and changing headcount call for a plan that’s easy to operate and straightforward to explain.
What Matters to Your Industry
- Transparent pricing and a clear view of total costs
- Provider roles that are defined and responsive
- Enrollment and education that work for busy teams
- Documented decisions without extra paperwork
What You Can Expect
3(21) or 3(38) support, an annual Clean Analysis™, ongoing fee benchmarking, and participant education sized for your cadence, all packaged in materials owners and managers can use.