Personal Finance, Investment Management, and Financial Planning -- What Does and Does Not Work
Main Menu
Do-It-Yourself Personal Financial Planning
Family Finance Blogs
Read These Popular Articles on Our Family Finance Blogs:

Main : Retirement Planning : * 401k expenses : 

Category: Retirement Planning * 401k expenses
Visit* 401k expenses Popular Last Update: May/3/2012 16:11
If you have investments in a company profit sharing, ESOP, 401k, stock bonus, or money purchase pension plan that has over 100 employees enrolled, you may be able to find information online about the expenses of your plan. These profit sharing, ESOP, 401k, stock bonus, or money purchase pension plans must file a Form 5500 with the Department of Labor. A firm named has put this form 5500 information online. says that their database contains over 55,000 plans and covers over 90% of total invested assets in company sponsored 401(k) retirement plans.

To find out about the plan expenses of any company in the database, you must register with by giving your name, an email address, and a password, and then you must confirm an automated email that is sent to your email account. Registration is free and you do not need to be affiliated with any company. You can look up any company, as if for example, you were a job seeker and wanted to understand about any company's plan investment cost efficiency. However, make sure that you look up the company that is most important to you first, because you are limited to five free fee reports.

After you have logged into your account, search for a particular company by name. On the company overview page, select the "Brightscope Rating" tab near the top. Look for the little pie chart, followed by a link entitled "<Name of Company> Personal Fee Report" and click the link. In the "Your Fees" click "Select Investments" and add some particular investments and investment dollar amounts, and then click the "Submit Investments" tab at the bottom. Finally, click the link named "View Detailed Calculations" for a breakout of all the expenses.

Hits: 802   Rating: 0.00 (0 votes)
Rate this Site | Modify |Report Broken Link | Tell a Friend | Comments (0)

Easily find ALL
low cost mutual funds
no load index mutual funds
Available at major ebook stores:

Amazon -- Kindle/MOBI
low cost mutual funds investing book

Apple iBookstore -- iPad/EPUB
no load funds investment guide

Barnes & Noble -- Nook/EPUB
no load funds investing book

Smashwords -- EPUB, MOBI, PDF
index fund investing book

Yakazie Challenge
Proud Member of Yakezie


Lost Password?