Pricing
Talcott Forge uses simple, transparent pricing with no hidden fees.ROBS 401(k) Plan
| Fee | Amount | When |
|---|---|---|
| Setup Fee | $5,000 | One-time, at plan establishment |
| Quarterly Admin Fee | $500/quarter | Ongoing, billed quarterly |
What’s Included in Setup
- AI-powered eligibility analysis and intake
- Expert review and consultation call
- C-Corporation formation guidance
- 401(k) plan document generation (Adoption Agreement, Trust Agreement, Plan Highlights, Funding Policy)
- Corporate governance documents (Bylaws, Board Resolutions, Stock Certificates)
- Rollover coordination and tracking
- Cap table setup
What’s Included in Ongoing Administration
- Compliance monitoring and deadline tracking
- Form 5500 annual filing support
- Quarterly prohibited transaction reviews
- Document library access
- Platform access for plan management
Payment
Payment is processed through Stripe. You’ll be prompted to pay the setup fee after your application is reviewed and approved. Quarterly admin fees begin after your plan is established.Get Started
Check your eligibility first — no payment required until your application is approved.