What are the Plan Expenses?
The Plan funds have no sales or withdrawal charges.* All of your money goes to work for you when you make your investment. The investment management expenses for each of the Plan funds can be found on the fund fact sheets. The total annual expenses of the five model portfolios range from 1.15% to 1.30%, depending on the investment mix selected. This includes Scarborough’s fee of 0.60%. There is also an annual fee of $35.00 to cover recordkeeping costs.
