一句话Atlanta-based third-party administrator specializing in self-directed 401(k) and qualified retirement plan design, administration, consulting, and IRS/DOL compliance.
定价Custom proposal The website asks users to request a custom proposal; no public fee schedule, asset-based pricing, per-participant fee, setup fee, or annual administration fee is disclosed.
适合谁U.S. sole proprietors, small and mid-sized businesses, high-income professionals, plan sponsors, and large corporations seeking qualified retirement plan design
核心功能Self-directed 401(k) plan design and administrationProfit sharingdefined benefitcash balance and other qualified plansAnnual valuations and non-discrimination testingIRS and DOL compliance supportEnrollment support and payroll coordinationSelf-directed brokerage account optionsPersonalized consulting and in-person reviews
服务类型第三方退休计划管理机构（TPA），提供合格退休计划设计、管理、合规、年度测试、估值、 enrollment support、 payroll integration/coordination 与咨询服务。
覆盖国家/地区美国；公司位于美国佐治亚州亚特兰大，服务对象描述为帮助 Americans 及美国企业/计划发起人。
费率与手续费未公开具体费率；网站提供“Request a Custom Proposal”，需定制报价。
合规与牌照文本称其提供 IRS / DOL compliance，并标注“100% IRS / DOL Compliant”；未披露具体牌照、注册编号或监管身份。
风控能力未描述支付风控；在退休计划层面提供合规管理、非歧视测试、年度估值、IRS/DOL 合规支持，以降低计划运营与合规风险。
API与集成提到 payroll integration / payroll coordination，但未披露 API、开发者文档、系统接口或集成方式。
中国访问未知
适用场景Designing and administering U.S. qualified retirement plans; setting up self-directed 401(k)profit sharingdefined benefit or cash balance plans; ongoing IRS/DOL complianceannual testingvaluationenrollment support and payroll coordination.
同类GuidelineHuman InterestBetterment at WorkVanguard Retirement Plan AccessFidelity WorkplaceCharles Schwab Retirement Business Services