Plan 01 | Fantasy 401(k)

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eFast401(k)

Basic 401k Administrative Services & Fees

ADVISOR - SUBMITTER EMAIL*

ADVISOR - SUBMITTER NAME

Legal Company Name:*

Primary Contact First Name:

Primary Contact Last Name: *

Primary Contact Gender:*

Male

Female

Primary Contact Phone:*

Primary Contact Cell Phone:*

Primary Contact Address:

Endereço de várias linhas

Country/Region

Address

City

Zip / Postal code

Company EIN:*

Company Tax Structure:*

State of Business Incorporation:*

Current Number of Active Full Time Employees:*

Does the company currently have a retirement plan?*

No

401(k)

SEP

SIMPLE

401(k) & Profit Sharing

Profit Sharing Only

Does the Company have a Defined Benefit? *

Yes

No

Current Total of Assets Under Management in the 401(k) Plan:*

Name of the Third Party Administrator - TPA if not the financial institution: *

AimPoint

Pension Services Inc

Definiti

Future Plan

N/A

Other

Name of the Third Part Administrator - TPA if not the financial institution: Other*

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