Product Details



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PlanMember Elite
Product ID: 107

Vendor:
PlanMember Services Corp
Type:
Mutual Fund 


$274
0.22%
None
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 874-6910
 E-mail:
Send Email
Mailing Information  Address:
PlanMember Services
6187 Carpinteria Ave
Carpinteria, CA 93013
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


The Elite Program is a no-load, load-waived program designed for those who wish to utilize low cost institutional share class index funds within a professionally managed portfolio to help minimize portfolio expenses. It offers three options – Elite Index, Elite Hybrid, and Elite Active– each with 5 model portfolios that take a lifecycle approach. Each of the 5 portfolios consists of 7-15 mutual funds and is managed with different risk and financial tolerance levels and objectives by our investment team at PlanMember. Fund companies included are: American Funds, Dimensional Fund Advisors (DFA), Federated Investors, Fidelity, T. Rowe Price, and Vanguard. You are not able to purchase individual mutual funds only one of the five model portfolios in Elite Index, Elite Hybrid or Elite Active.

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All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees

$95.00 At the time account is closed Flat Dollar Amount No No Yes

$50.00 Annually Flat Dollar Amount Yes Yes Yes
Fee Waiver
Waived for participants with over $150,000 in combined PlanMember Advisor and/or Strategist assets.
Breakpoint
A separate Account Service Fee will be charged for each account type category. Account type categories to be charged separately include: a. Employer-Sponsored Plans (403(b), 457(b), 401(k), 401(a)), b. Individual Retirement Accounts (Traditional IRA,

$100.00 At the time funds are withdrawn Flat Dollar Amount Yes Yes Yes
Fee Waiver
NA
Breakpoint
NA; the $100 is a one time set-up with no annual charges

2.00% Annually Percentage of Annual Assets Yes Yes No
Fee Waiver
NA
Breakpoint
Advisory Fee Schedule: up to $250,000 = 2.00%; $250,000 to $500,000 = 1.85%; $500,000 to $1,000,000= 1.70%; $1,000,000 or more = 1.55% Annually, charged on quarterly basis

0.03% Annually Percentage of Annual Assets Yes Yes Yes
Fee Waiver
Maximum of $15. Waived for participants with over $150,000 in combined PlanMember and/or PlanMember Strategist assets.
Breakpoint
A separate Account Service Fee will be charged for each account type category. Account type categories to be charged separately include: a. Employer-Sponsored Plans (403(b), 457(b), 401(k), 401(a)), b. Individual Retirement Accounts (Traditional IRA,

Funding Options


Fixed Investment Options

Variable Investment Options


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