Efficient Plan, LLC

our firm specializes in restructuring existing 401k and profit sharing plans to create drastic cost savings over your company's current provider without sacrificing investment performance. we do this by utilizing low cost, tax efficient exchange-traded funds (etfs) in our investment line-up and creating diversified portfolios for participants using those investments. lowering costs are our main objectives, that's why our all-in plan costs, including advisory fees, third party administrator and recordkeeping services, can be far-less than 1% of plan assets. this extremely competitive pricing creates one of the lowest cost plans in the industry.