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About Malvern
    Our Mission Statement
    Biographies
        Ted Benna
    Our Technologies and Partners
    History of the 401(k)
    Contact Us...

Product Information

Plan Sponsor Access

Participant Access

Roth 401(k)

To Roth or Not to Roth

Mutual Funds/
Investment Options

Request an RFP

The Malvernsm Advantage 401(k)
Solutions for the 100 Participant and Under Market

Unbiased Open Architecture (more than 4,000 funds) — State-Of-The-Art Technology — Full Service — Daily Valuation — Statements on Demand — Flexible Plan Design — Participant Access 24/7 — Online Transactions — Self-Directed Brokerage Accounts — Internet-Based — VRU — Flexible — Real-Time — Robust — Efficient — Accurate

Product Information

Malvernsm Advantage 401(k) combines the services you need
Our People — Our Mission
Investment Options
Malvernsm services in detail
Malvernsm Advantage fees
The Malvernsm Advantage

 

The Malvernsm Advantage fees

New Plan Installation or Conversion of Existing Plan -- $1,000

Recordkeeping/Plan Administration

Safe Harbor Plans Exempt From ADP/ACP Testing:
$1,750 plus $50 per participant payable quarterly

Non ADP/ACP Safe Harbor Plans:
$2,250 plus $50 per participant payable quarterly

Additional Fees:
Benefit distributions -- $50.00
Correcting failed ADP, ACP or both tests -- $100.00
Loan set-up -- $75.00, Annual loan administration -- $50.00
QDRO processing -- $125.00

Third Party Administrative Support for Financial Intermediaries

Conversion Fee:
None unless new document is required

Annual Administrative Fee:
$1,000 plus $20 per participant

Additional Fees:
Benefit Distribution -- $25.00
Correcting Failed ADP/ACP test -- $50.00
Loan Annual Administration -- $50.00