Simple Pricing.

Every plan starts with a free consultation with one of our funding experts.


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Know what to expect

We provide all-in-one, flexible business

funding solutions.

When you're starting a business, you should be focused on growing your business - not worrying about surprise billing. We provide simple, upfront pricing that is only incurred after you decide to move forward with our services. 

Don't forget: your consultation with one of our funding experts is free. 

Click through the options below to research pricing for each of our services.

$4,795

(One-time set-up fee)


Includes:

  • Unlimited consultations with FranPlan Specialist
  • Establishment of the corporation with the appropriate state agency (fee includes expedited filing when necessary)
  • Creation of company's organizational documents including meeting minutes, bylaws, federal tax ID
  • Assistance in establishing a new 401(k) plan and corporate checking account
  • Assistance in facilitating all necessary asset transfers
  • Issuance of stock certificates for all personal and plan investments
  • Attorney consultation on corporation and 401(k) plan formations
for 401(k) Business Funding

$155/month

(Required to remain in compliance with IRS and DOL regulations)


Includes:

  • Unlimited consultations with TPA Specialist
  • Allocation and reconciliation of employer and employee contributions
  • Annual compliance testing/annual contribution review
  • Preparation of and filing of annual plan Form 5500, 1099-R, Form 945
  • Annual fair market value support
  • Preparation of Summary Annual Report and benefit statements for individuals
  • Employee census review and enrollment support
  • Preparation of required plan amendments and restatements
  • IRS and DOL audit assistance when necessary
  • Provide plan transaction documentation, including distributions, loans, and transfers
  • Provide employer with required employee notifications
  • Ongoing webinars to educate all clients about Trustee responsibilities
  • Review of mid-year projections for compliance and contribution strategy
  • Consultations on maximizing benefit plan, plan design, and Qualified Domestic Relations Order (QDRO) Review
Start with a FREE pre-qualification assessment.

$2,500

(One-time all-inclusive typical lending fee)


Includes:

  • Unlimited consultations with Lending Specialist
  • Professional guidance in completing required loan documents for your loan request (including templates & forms needed)
  • Presentation of loan request to our special network of franchise and small business lenders
  • Quick answer of approval within 24-48 hours
  • Liaison with all parties, with consistent communication and updates on progress
  • Provide client support all the way through closing/funding

Veteran Discounts

We're members of VetFran®, a strategic initiative of the International Franchise Association. That means we offer special pricing for a FranPlan® 401(k) rollover for Veterans. Your funding consultant has the details.


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