**Limited time offer:** Sign before August 31st, 2026 and claim $0 base fees until the end of the year for eligible Safe Harbor Plans3

# Aambocddeerfngrheitaibrcedmeefngthbieanbecfdietfbguhiilatbfcodreyfoguhribaubscidneefsgsh.i

Patriot has partnered with Vestwell to offer a customizable, streamlined, and affordable retirement plan for your workforce. Join more than 500,000 businesses across all 50 states enabled by Vestwell’s modern savings platform.

Safe Harbor

## Open a Safe Harbor 401(k) by August 31st and claim _$0 base fees until the end of the year3._

Discover how effortless setup, meaningful employee engagement from day one, and a powerful recruiting advantage make Vestwell the smart choice for organizations launching their first retirement plan.

**Sign within 48 hours and we’ll also waive your setup fee4.**

- 500K+ businesses enabled
- 2M active savers
- $50B+ assets saved across all 50 states

### Solo(k)

A 401(k) for self-employed individuals.

$80 USD/month

#### Including:

- ✓ Dedicated service team
- ✓ $23,500 contribution limit
- ✓ Preset plan designed features
- ✓ Contribute as both “employee” and “employer”

### Starter(k)

A simplified 401(k) for first-time plans.

$39 USD/month
Participant Fee
+$8/month per active participant

#### Including:

- ✓ Dedicated service team
- ✓ $6,000 contribution limit
- ✓ Preset plan designed features
- ✓ No employer contributions

### Basic

A flexible 401(k) for businesses that want more options as they grow.

$80 USD/month
Participant Fee
+$8/month per active participant

#### Including:

- ✓ 1:1 onboarding contact
- ✓ $24,500 contribution limit
- ✓ Traditional and Safe Harbor Plan Designs
- ✓ Employer contributions

### Full Service

Our most popular option for new and transferring plans, with expanded plan features.

$100 USD/month
Participant Fee
+$8/month per active participant

#### All Workplace features, and...

- ✓ Plan Design Consultation Available with Vestwell Specialist
- ✓ Plan transfer support
- ✓ Enhanced profit sharing and employer match options
- ✓ Additional vesting abilities

### Live plan tracking

See participation and savings progress in real time from your employer dashboard or the Vestwell mobile app.

### Built-in tax savings

Take advantage of federal tax credits that can cover most—or all—of your plan costs, helping your business and employees save more.

### Dedicated support

From setup to compliance and beyond, you’ll work with a dedicated team that knows your business and your plan.

### Multilingual platform

Our platform supports 18 languages, with call support in 240+, so every employee can save confidently in the language they know best.

### Easy setup in minutes

Connect your Patriot payroll account and launch your plan in under 30 minutes—no paperwork, no back-and-forth.

### Automatic payroll submissions

Every time you run payroll, employee contributions sync automatically—no manual uploads or missed deductions.

### Always up to date

From new hires to savings rate changes, your plan stays up to date without extra effort.

> I wear many hats, and I can’t afford to just add layers and layers of administration onto my plate. That’s why I really appreciated the _seamless integration between Vestwell and Patriot._

### Lets see your potential savings!

If you start a qualified retirement plan with auto-enrollment, you may qualify to earn more than $150,000 in tax credits over a three-year period.

## Notes

1Vestwell, 2024 Saving Trends Report, www.vestwell.com/read/2024-saving-trends-report.

2Average of Vestwell funded plans between 2021 and 2023.

3$0 base fee applies for the first six months of the active plan for all Intuit Customers that execute a new Vestwell services agreement by August 31st, 2026. After 6 months, standard base fees for each plan will apply. Additional fees may apply including investment advisory and fees record keeping services.

4Sign our services agreement with 48 hours to be eligible for a waived setup fee.