Loren D. Stark Company
Randall & Hurley, Inc.
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|Text of DOL-Drafted Sample 401(k) Plan Fee Disclosure Form for Use by Plan Fiduciaries (PDF)|
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
July 6, 2004
11 pages. Excerpt: This 401(k) plan fee disclosure form may assist you in making informed cost-benefit decisions with respect to your plan. The purpose of this form is to help you determine the total cost of the plan. It is also intended to provide you with a means to compare investment product fees and plan administration expenses charged by competing service providers, regardless of how a particular service provider structures its fees.
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