Northern Capital Retirement Services (NCRS) specializes in retirement plan options like 401(k), 403(b), and SIMPLE IRA plans. NCRS helps employers determine the best plan type for their needs, select custodians, and work with other third parties to administer the plan. NCRS also provides services to plan participants, including educational support and investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $10.0M | 0.35% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Fee schedule for new clients with a Washington State Medical Association (WSMA) membership is: 0.450% on the first $1,000,000; 0.315% on assets between $1,000,000.01 and $10,000,000; 0.180% on assets between $10,000,000.01 and $50,000,000; 0.135% thereafter. For portfolios assigned a Pure Preservation Investment Objective the fee schedule is 0.5% (0.45% for WSMA members) annually on the first $500,000 of billable assets and 0.0% thereafter. For portfolios assigned a Cash Only Investment Objective no fee will be assessed. Non-standard fee schedules are negotiable.