Fee Quote – 401(k) Plan Companies with Employees Proposal Request Form Fee Quote – 401(k) Plan (For Companies with Employees)Advisor InformationAdvisor’s Firm Name*Advisor’s Name*Advisor’s Email Address* Advisor’s ZIP Code*Advisor’s Phone Number*Employer InformationCompany’s Legal Name*Total Number of Employees*Anticipated Number of Eligible Employees*Anticipated Number of Employees with an Account Balance*Investment Platform to QuotePlatform*Please Choose...Pooled Brokerage AccountsIndividual Brokerage AccountsAmerican Funds Direct R2 Share ClassAmerican Funds Direct R3 Share ClassAmerican Funds Direct R4 Share ClassAmerican Funds Direct R5 Share ClassAmerican Funds Direct R6 Share ClassAmerican Funds Plan Premier R2 Share ClassAmerican Funds Plan Premier R3 Share ClassAmerican Funds Plan Premier R4 Share ClassAmerican Funds Plan Premier R5 Share ClassAmerican Funds Plan Premier R6 Share ClassEmpowerJohn HancockLincolnMass MutualOneAmericaPrincipalTransamericaVOYAOtherFees may vary depending on investment platform selectedType of Safe Harbor 401(k)Safe Harbor Provisions*NoneSafe Harbor Basic MatchSafe Harbor Enhanced 4% MatchSafe Harbor 3% Non-elective ContributionIs this a new plan or an existing plan?*New PlanExisting PlanCurrent Plan Assets (Only Complete for Existing Plans)Expected Annual Contributions (Optional) Δ