Contribution IRA Account Administration Fee
The Contribution IRA Account Administration Fee is an annual fee assessed at the time of contribution account setup for accounts accepting contributions and no type of transfer/roll over. To qualify as a Contribution Only Account, the IRA Account must make a minimum annual contribution of $500.00 and maintain only cash holdings in the account. This fee only applies to new account without any type of roll-over or transfer of funds established.
Category: All Fees