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401K Providers

  • 1.  401K Providers

    Posted 08-14-2017 14:42
    I am looking for a 401k provider who can offer a competitive bid and offer improved investing options for a plan with assets under $1 Million.

    Matt Upchurch Accounting
    Vilhauer Enterprises LLC
    Frisco TX
    (972) 335-4510

  • 2.  RE: 401K Providers

    Posted 08-15-2017 08:45

    We recently added a 401k plan and were actually surprised to see a lot of interest in that under $1MM space. We ultimately went with a direct Vanguard plan that uses Ascensus as the TPA. In the process we also considered Charles Schwab and ShareBuilder among the top three competitors. Low fees to the participants was our overriding criteria and nothing we found could touch Vanguard on that front.

    I'd be happy to  shoot you our contact over at Vanguard or any of the others. Hope this helps.

    Adam Henning, CPA
    LCR Contractors, LLC
    Mesquite TX
    (214) 761-1940

  • 3.  RE: 401K Providers

    Posted 08-15-2017 09:57
    Hi:  I sent a private message to you.  We have multiple options and also if you are a member of TEXO we have the best deal in town because of the purchasing power within the organization.  Give me a call to discuss.  214-420-7152.  Thanks, Kirk

    Kirk Quaschnick
    Mogul Wealth Strategies, LLC
    McKinney TX
    (214) 420-7152