Fee Quote Companies with Employees Proposal Request Form Company with Employees: Contribution Illustration and Fee QuoteAdvisor InformationAdvisor’s Firm Name* Advisor’s Name* Advisor’s Email Address* Advisor’s ZIP Code* Advisor’s Phone Number*Employer InformationCompany’s Legal Name* Type of Business Entity*Please Choose...C-CorporationPartnershipLLC(corp.)LLC(partnership)LLC(sole prop.)S-CorporationSole Prop.LLP(corp.)LLP(partnership)Non-ProfitFiscal Year End Nature of Business Total Number of Employees Anticipated Number of Eligible Employees (Optional – Please complete if known) Anticipated Number of Employees with Account Balances (Optional – Please complete if known) Plan InformationIs this a new plan or an existing plan?* New Plan Existing Plan Existing Type of PlanPlease Choose...None401(k)Tiered 401kProfit SharingTiered Profit SharingSimpleSEPDefined BenefitCash BalanceOtherCurrent Plan Assets (Only Complete for Existing Plans) Was there a prior terminated Defined Benefit or 401(k) Plan? No Yes Expected Annual Contributions (Optional) First Plan Year End with Benetech Plan Design to IllustrateHiddenplan types Select one of the following plan types: HiddenProfit Sharing Cash Balance/Defined Benefit Pension Plan with a 401(k) Plan Cash Balance/Defined Benefit Pension Plan with a Profit Sharing Plan Cash Balance/Defined Benefit Pension Plan 401(k) Plan Profit Sharing Plan Let us select a plan design for you Safe Harbor Provisions Select one of the following Safe Harbor Provisions: Safe Harbor Provisions:*NoneSafe Harbor Basic MatchSafe Harbor Enhanced 4% MatchSafe Harbor 3% Non-elective ContributionPlan Type*Please Choose...Cash Balance/Defined Benefit Pension Plan with a 401(k) PlanCash Balance/Defined Benefit Pension Plan with a Profit Sharing PlanCash Balance/Defined Benefit Pension Plan401(k) PlanProfit Sharing PlanLet us select a plan design for youPlatform*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 selected