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Nexus 401(k) has one current plan: a $5,000 one-time setup fee and $500 per quarter for ongoing administration after funding. No payment is required until your application is approved. The setup fee is payable when you accept the Client Setup Agreement and is non-refundable. The quarterly administration fee begins after the ROBS transaction is complete and the Ongoing Services Agreement is in effect.
These docs are informational. Paid services are governed by the Client Setup Agreement, the Ongoing Services Agreement, and applicable platform terms. If there is a conflict, the signed service agreement controls.

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Nexus 401(k)

Nexus 401(k) by Talcott Forge

$5,000 setup + $500/quarter after fundingSetup gets you from approved application to funded ROBS structure. Ongoing administration keeps the plan and entity obligations visible after funding.

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Setup Fee

The one-time setup fee covers the work required to establish and fund the ROBS structure.
Included in setupNotes
C-Corp formationFormation filing and initial entity setup
401(k) plan and trustPlan and trust setup required for the ROBS structure
Rollover coordinationDirect rollover guidance from eligible existing retirement accounts
Capitalization supportDocuments and records needed for the plan trust’s purchase of C-Corp stock
Document workflowGenerated documents, e-signature workflow, and document library
Setup is a single engagement that ends when the business is funded. It does not include tax preparation, bookkeeping, payroll software, bank fees, investment advice, or separate legal/accounting projects outside the Nexus service scope.

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Ongoing Administration

After funding, the Ongoing Services Agreement covers standard ROBS administration.
Included in ongoing administrationNotes
Compliance deadline trackingKey plan and entity deadlines surfaced after funding
Annual filing supportStandard employee-benefit-plan and entity filing support
Required plan maintenanceOngoing plan upkeep as requirements change
Valuation coordinationValuation support for plan reporting
Entity administration supportStandard C-Corporation administration support; government fees, franchise taxes, and similar third-party charges are billed at cost
Ongoing administration does not include legal, tax, or accounting advice; tax return preparation; payroll or contribution remittance; distribution processing; plan loans; hardship withdrawals; QDRO administration; investment management; audits or proceedings beyond document production support; or plan winddown.

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Payment Sequence

1

Apply first

You complete the Nexus eligibility screen and full application before payment.
2

Review and approval

Talcott Forge reviews the application and confirms that Nexus is appropriate for your situation.
3

Client Setup Agreement

After approval, you review and accept the Client Setup Agreement, which summarizes the service scope, fees, and founder responsibilities.
4

Stripe checkout

The non-refundable $5,000 setup fee is paid through Stripe.
5

Quarterly administration after funding

The $500 quarterly fee begins after the ROBS structure is funded and the Ongoing Services Agreement is in effect. Pass-through government fees, franchise taxes, and similar third-party charges are billed at cost.

Map Your Path

Check whether Nexus 401(k) fits your situation.