Find My Fees
Are you a business owner or represent an employer?
If so, please fill out the following form and send us a copy of your fee disclosure for a free side-by-side fee analysis.
Find my Fee Disclosure (optional)
Upload your fee disclosure form (called the 408b2) in order for us to uncover your fees.
You should be able to locate a copy of this where you manage your 401(k) on your provider’s website.
Not sure where to find it? Here is a list of toll free numbers of 401(k) providers so you can call and request the disclosure form is sent to you.
© 2022 The 401(k)ompany, All rights reserved.
Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.
Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.
The A.I.D. Group is not a registered broker-dealer or investment advisory firm. The A.I.D. Group and AGP are independent and not affiliated entities.
Check the background of our investment professionals on FINRA's BrokerCheck
Business Continuity Planning Summary & Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.