Company & Plan Details

Set up your Corgi Early Stage plan. Next you'll review the details, sign the Commitment to Proceed and pay the one-time $500 setup fee.

Company Details

Tell us about the business setting up this plan.

Company Name

Employees

EIN

Business Type

State of Incorporation

Company Start Date

Fiscal Year End

Your Contact Details

The person we should contact about the plan.

First Name

Last Name

Job Title

Phone

Business Address

Use your company’s business address.

Address

City

State

ZIP

Plan Details

Choose from the provisions available with your selected plan.

Plan Effective DateAt least 22 business days from today.

Participant Fees Paid By

Auto-Enrollment

Eligible employees are auto-enrolled at 3% pre-tax, stepping up 1% annually to a 10% cap. They can opt out anytime, or instead set their own pre-tax/Roth election.

Plan Eligibility

Employees are eligible as of their hire date, regardless of their age.

Safe Harbor

Vesting

Any employer match or profit sharing contribution you make to the plan is automatically 100% vested right away.