Plans
Talcott Forge offers three plans depending on whether you’re forming an entity, running a full ROBS setup, or want premium support. All plans include platform access, secure document storage, and ongoing support.Spark
$20/quarterPlatform access for incorporation customers.
- Dashboard & client portal
- Document library
- Incorporation services
- Secure document storage
Nova
**5,000 one-time setup feeFull ROBS setup + ongoing plan administration.
- Everything in Spark
- ROBS 401(k) setup & transaction
- C-Corp formation & EIN
- Plan administration & compliance
- Quarterly prohibited transaction reviews
- Annual Form 5500 filing support
- 409(A) valuation coordination
- $250 in setup credits
- $50 quarterly credit allowance
Titan
**5,000 one-time setup feePremium plan with priority support & higher credit allowance.
- Everything in Nova
- Priority support
- Dedicated compliance advisor
- $150 quarterly credit allowance
ROBS Pricing Details (Nova & Titan)
| Fee | Amount | When |
|---|---|---|
| Setup Fee | $5,000 (one-time) | At plan establishment, after application approval |
| Setup Credits | $250 included | Credited to your wallet at checkout |
| Quarterly Admin Fee | 750/qtr (Titan) | Begins after plan funding is complete and Plan Service Agreement is signed |
No payment is required until your application is approved. Quarterly administration fees do not begin at checkout - they start only after your plan is fully funded and the Plan Service Agreement is executed.
What’s Included in Setup
- AI-powered eligibility analysis and intake
- Expert review and consultation
- C-Corporation formation (state filing, EIN, registered agent)
- 401(k) plan document generation (Adoption Agreement, Trust Agreement, Plan Highlights, Funding Policy)
- Corporate governance documents (Bylaws, Board Resolutions, Stock Certificates)
- Electronic signature for all documents
- Rollover coordination and tracking
- Cap table setup
- $250 in platform credits
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
- Quarterly credit allowance (150/qtr on Titan - see Credits)
Incorporation
Standalone entity formation - available independent of ROBS. Pricing varies by entity type, jurisdiction, and filing speed. All prices include state filing fees, registered agent (first year), EIN, and governance documents. Incorporation includes a Spark subscription ($20/quarter) for ongoing platform access.C-Corporation / S-Corporation
| Jurisdiction | Standard | Expedited | Rush |
|---|---|---|---|
| Wyoming | $549 | $649 | $799 |
| Delaware | $649 | $749 | $899 |
| Texas | $749 | $849 | $999 |
| Nevada | $849 | $949 | $1,099 |
LLC
| Jurisdiction | Standard | Expedited | Rush |
|---|---|---|---|
| Wyoming | $499 | $599 | $749 |
| Delaware | $599 | $699 | $849 |
| Texas | $699 | $799 | $949 |
| Nevada | $799 | $899 | $1,049 |
Filing speed affects state processing time, not Talcott Forge’s work. Standard is 5–10 business days, expedited is 2–5, and rush is 1–2 (subject to state availability).
Credits
The platform uses a credits system for additional services. 1 credit = $1 - no conversion math.| Pack | Credits | Price | Savings |
|---|---|---|---|
| Starter | 100 | $100 | - |
| Growth | 250 | $225 | 10% off |
| Professional | 500 | $400 | 20% off |
Payment
Payment is processed through Stripe. For ROBS, you’ll review and accept the Client Setup Agreement before checkout - a clear summary of the services included, fee structure, and mutual responsibilities. Incorporation fees are one-time charges at checkout (with Spark subscription bundled). No payment is required until your application is approved. Quarterly admin fees begin after your plan is fully funded and the Plan Service Agreement is signed.Get Started
Check your eligibility first - no payment required until your application is approved.