A 401(k) solution for owner-only business clients.
The CoPilot Individual(k) featuring American Funds plan focuses on participant outcomes and includes an investment fiduciary service with professionally managed portfolios through Newport Group Consulting*—freeing up time that would normally be spent running the plan.
*3(38) Investment fiduciary services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser.
New plan sales
833-893-3233
Existing plan service
833-892-8878
CoPilot Individual(k) featuring American Funds pricing
An Individual(k) plan provides all the same benefits of a large-company 401(k) but is designed for owner-only organizations, such as:
- Owner-only businesses whose only employees are the owner or the owner and spouse.
- Partnerships whose only employees are partners or partners and spouse.
- C and S corporations where the corporation has only one shareholder and the only employees are the shareholder or shareholder and spouse.
* Fees are shown in annual terms but are deducted monthly.
As of 11/01/2023
Pricing subject to change.
| Employee fees | |
| Annual Custodial and Trading* | 0.07% |
| Annual Investment Fiduciary* | 0.25% |
| Annual employer fees | $365 with 1 participant +$48 for each additional participant |
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One time costs |
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Start-up and Conversion Plans |
$100 Setup |
Additional resources
Download the resources below to learn more about the benefits of the CoPilot Individual(k) featuring American Funds.
Request a proposal
Please complete the form below and our team of experts will be in touch to discuss the CoPilot Individual(k) with American Funds. If you would like to speak to a representative directly, please contact us at 833-893-3233.
