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Nexus costs $5,000 for setup and $500 per quarter after funding for ongoing administration. No payment is required before approval. The setup fee is paid after you accept the Client Setup Agreement and is non-refundable. The quarterly fee begins after the ROBS transaction is complete and the Ongoing Services Agreement is in effect.
Signed service agreements govern paid services. If these docs conflict with an executed agreement, the agreement controls.

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$5,000 setup

  • C-Corp formation, including formation filing, state filing fee, first-year registered agent, and C-Corp EIN letter
  • 401(k) plan and trust establishment, including plan trust EIN filing
  • Direct rollover coordination from an eligible existing retirement account
  • Stock issuance to the 401(k) plan trust
  • First-year ERISA fidelity bond

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$500 per quarter after funding

  • Ongoing plan administration, including Form 5500 filing and required testing
  • ERISA fidelity bond renewal
  • Cap table and valuation recordkeeping
  • Registered-agent annual renewal and filing service fees
Nexus does not include legal, tax, or accounting advice; tax-return preparation; payroll or contribution remittance; investment management; distribution, loan, hardship, or QDRO administration; government examinations; or plan winddown. Separate third-party costs outside the stated scope may still apply.

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Payment sequence

1

Apply

Complete the eligibility screen and full application.
2

Review

The Nexus team reviews the application and supporting information.
3

Accept the setup agreement

Approved applicants review and accept the Client Setup Agreement.
4

Pay the setup fee

Pay the non-refundable $5,000 setup fee through the Nexus checkout.
5

Begin ongoing administration

The $500 quarterly fee starts after funding and the Ongoing Services Agreement takes effect.

Map your path

Check whether Nexus fits your situation.