All testimonials and similar statements are made voluntarily and without any cash or non-cash compensation paid by Vestwell in exchange for the testimonial.

This document is for informational purposes only and highlights a sample of available pricing options. Actual fees and features may vary by plan, partner, and participant count. Vestwell may charge asset-based fees on our 3(38) services and recordkeeping with payroll partners, and some 3(38) offerings may include stable value investments and revenue sharing. Please review your plan agreement or consult your Vestwell representative for specific details.

1. See 401(k) Averages Book, 24th Ed. (2023) based on the industry average, including recordkeeping, investment management, and fund expenses, for plans with 25 participants and a $250,000 average account balance. Expense ratios vary and are subject to change.

*Vestwell has agreed to waive your plan level base fee for the first 12 months of your initial contract term, if this contract is executed before 1/1/2026.