# Ubiquity Retirement + Savings
Source: https://planprovider.pro/provider/ubiquity-retirement-savings

> Built for small employers, Ubiquity Retirement + Savings runs flat-fee 401(k) plan administration with a focus on keeping plan operations straightforward. Th…

Third-Party Administrator

San Francisco, CA

## About Ubiquity Retirement + Savings

<p>Built for small employers, Ubiquity Retirement + Savings runs flat-fee 401(k) plan administration with a focus on keeping plan operations straightforward. The firm was founded in 2000 and works with 16,000 clients.</p>

<p>Headquartered in San Francisco in the Bay Area, Ubiquity acts as a retirement plan administrator and handles day-to-day plan functions like recordkeeping and compliance testing. It also offers 3(16) fiduciary services for sponsors that want the administrator to take on certain administrative fiduciary duties.</p>

<p>Ubiquity has about 90 employees. One differentiator is its flat-fee pricing approach aimed at small business plans, paired with built-in support for ongoing compliance and administration.</p>

<ul>
<li>Small business 401(k) plan setup and administration</li>
<li>Recordkeeping and participant account administration</li>
<li>Compliance testing and required filings support</li>
<li>3(16) administrative fiduciary services</li>
</ul>

Website: [http://www.myubiquity.com/](http://www.myubiquity.com/)

Founded: 2000

Employees: 90

## Office Locations

- San Francisco, CA (Headquarters)

## Services Offered

- Compliance Services

- Recordkeeping

- 3(16) Plan Administrator

## Client Statistics (2025)

- Total Clients: 16,000

- Total AUM: $3

- Total Participants: 100,000

## Products & Pricing

- **Custom(k)®**: $177 base fee, $6/employee, $495 setup fee

- **Saver(k)®**: $97 base fee, $6/employee, $495 setup fee

- **Reserve(k)®**: $257 base fee, $6/employee, $495 setup fee

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