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Profit Sharing  

Saturna Trust Company

Fees

  • Total Annual: 0.44% - 0.87%
  • Enrollment: $0
  • Rollover: $60
  • Other annual fees: $0

Minimums

  • Opening balance: $0
  • Monthly contribution: $0

Services

  • Personalized Service
  • Wide range of investment choices
  • Web-based employee and employer portal

Plan Summary

A profit-sharing plan allows broad discretion to the employer in terms of when and how much an employer contributes, as well as what the contribution amount is based upon. Employees do not make their own contributions.

Solo 401(k) (Self-employed)  

Saturna Trust Company

Fees

  • Total Annual: 0.44% - 0.87%
  • Enrollment: $0
  • Rollover: $60
  • Other annual fees: $0

Minimums

  • Opening balance: $0
  • Monthly contribution: $0

Services

  • Personalized Service
  • Wide range of investment choices
  • Web-based employee and employer portal

Plan Summary

A Solo 401(k) allows self-employed individuals to receive the same tax benefits as a general 401(k) plan. Only business owners and their spouses can participate in a Solo 401(k); if there are any other employees that are not contractors then the business must offer another type of 401(k) plan.

Traditional 401(k)  

Saturna Trust Company

Fees

  • Total Annual: 0.44% - 0.87%
  • Enrollment: $0
  • Rollover: $60
  • Other annual fees: $0

Minimums

  • Opening balance: $0
  • Monthly contribution: $0

Services

  • Personalized Service
  • Wide range of investment choices
  • Web-based employee and employer portal

Plan Summary

A Traditional 401(k) allows employees to contribute a portion of their wages to individual tax-deferred accounts. Employers may also make matching contributions on a predetermined amount of the employee contribution and may contribute additional amounts beyond that if they wish. These plans are highly customizable, with many add-on features that allow for greater control over items such as when employees can join the plan, how often they can join, whether they can take loans, and when distributions from the plan are allowed.

Contact Us

Email us

1 (360) 725-5070

PO Box 42525
Olympia, WA 98504-2525

Retirement Marketplace

The Small Business Retirement Marketplace is administered by the Washington Department of Commerce as established in RCW Chapter 43.330.730-750. Plans carried on the Retirement Marketplace are verified by the Department of Financial Institutions and/or the Office of the Insurance Commissioner to meet the requirements set forth in RCW 43.330.732(7) and 735(6)(a).

Enrollment in plans on the Retirement Marketplace is voluntary. Plan enrollment is managed by private financial services firms. Saving through certain plans will not be appropriate for all individuals. Employer facilitation of most retirement savings plans carries certain legal obligations for which employers are entirely responsible. Contributing to a retirement savings plan may offer tax benefits and/or consequences. Other private sector plans not offered on the Retirement Marketplace may charge lower fees. Consult your tax or financial adviser with questions related to investments.

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