Nonprofit PEP Provider SECURE 2.0 Ready Vanguard Index Funds

Retirement savings without the Wall Street markup.

A nonprofit Pooled Employer Plan. One Form 5500 for all employers. Vanguard index funds at 0.03–0.15%. AI-powered administration. Zero TPA fees, zero advisor commissions, zero conflicts.

0K
More in retirement vs. typical 401(k) — per participant
$0
Net employer cost in Year 1–2 after SECURE 2.0 credits
0
Form 5500 for all your employers — filed by us
30-Year Fee Impact · $500K Portfolio
Typical 401(k) · 1.5%/yr−$189,000
State IRA · 0.8%/yr−$108,000
AIPEP401K · 0.25%/yr−$34,000

Participants keep $155,000–$275,000 more by retirement.
✦ Nonprofit · No conflicts
Why This Exists

Your employees are paying for a system that wasn't designed for them.

When you set up a retirement plan for your business, you're navigating a complex web of providers — each with their own fees, incentives, and relationships. The problem isn't any single provider. It's that the entire system is structured around their economics, not your employees' retirement outcomes.

Asset managers earn more when participants hold their higher-cost proprietary funds — so that's what gets recommended. Insurance companies wrap retirement accounts in annuity structures that add mortality & expense charges on top of already-high fund fees. Financial advisors earn ongoing commissions on assets under management, which creates pressure to keep participants in fee-generating products. Broker-dealers and their home offices collect revenue sharing from fund companies. TPAs charge per-service fees that add up invisibly. Platform providers like FIS and SS&C layer infrastructure costs throughout the chain. And payroll companies — increasingly bundling retirement into their platforms — offer seeming convenience while locking employers into ecosystems where switching becomes expensive and painful, and where real cost savings rarely get passed on to participants.

By the time a dollar reaches your employee's retirement account, it has passed through so many hands that 1–2% of their balance disappears every single year — silently, invisibly, compounding against them for decades.

"We built AIPEP401K because your employees deserve a retirement plan designed entirely around their outcomes — not around generating fees for a chain of intermediaries."

As a nonprofit, we have no investors to return capital to, no proprietary products to push, no commissions to pay. We use Vanguard index funds because they outperform the vast majority of actively managed alternatives over time. We use AI to handle compliance and administration that TPAs once charged thousands to do manually. The savings aren't marginal — they're life-changing.

Why AIPEP401K

How we compare to every alternative — honestly.

We're not the only option. Here's a transparent look at the landscape, including newer low-cost providers — and why our nonprofit structure creates a durable advantage none of them can match.

The Retirement Value Chain — What's Between Your Paycheck and Your Retirement
Every box below is a separate entity that may charge your employees a fee. In a typical plan, many of these are layered invisibly.
🏢
Your Business
Sponsors the plan
💼
Financial Advisor / BD
0.25–0.75%/yr AUM
🗂️
TPA
$1,500–$5,000/yr flat
🖥️
Recordkeeper
0.10–0.35%/yr AUM
🏦
Custodian / Trustee
0.02–0.10%/yr AUM
📈
Fund Manager
0.20–1.50%/yr ER
👤
Your Employee
Keeps what's left
✦ With AIPEP401K: Your Business → AIPEP401K (nonprofit PPP + AI recordkeeper + directed trustee + Vanguard funds) → Your Employee. That's it. 0.27% total.
Provider Comparison — What Employers Actually Pay
Provider / Plan Type Type Est. Total Cost Fiduciary? Form 5500 Fund Quality Scalable Cost? Why Employers Stay
AIPEP401K
Nonprofit PEP · ThinkNirvana
Nonprofit PEP 0.27%/yr Yes — we carry it We file one Vanguard index only Fees can only go down Mission. Lowest cost. No conflicts.
Guideline
For-profit PEP / 401(k)
For-profit ~0.50%/yr Partial Handled Index + active mix VC-backed — fees may rise Good UX, easy setup
Vestwell
For-profit recordkeeper / PEP
For-profit ~0.40–0.60%/yr Partial Handled Advisor-selected VC-backed — fees may rise Advisor distribution model
Human Interest
For-profit 401(k)
For-profit ~0.50%/yr + per-ppt Partial Handled Mixed Investor returns required SMB-friendly onboarding
Ascensus
Legacy recordkeeper
Legacy / For-profit 0.60–1.20%/yr Employer holds liability Employer files own Revenue-sharing funds Fees rarely decrease Existing relationships
Payroll-Bundled 401(k)
ADP, Gusto, Paychex retirement
For-profit 0.80–1.50%/yr Limited Employer files own Proprietary / mixed Bundled lock-in Convenience of one bill
Insurance-Wrapped 401(k)
Principal, Nationwide, Transamerica
Insurance company 1.20–2.50%/yr Limited Employer files own Annuity + M&E charges Fees rarely decrease Existing agent relationship
State-Mandated IRA
CalSavers, IL Secure Choice, etc.
Government program 0.25–0.95%/yr Limited / unclear No filing Limited fund menu $7K contribution limit Mandatory compliance only
The Structural Difference

Why our fees will never creep up.

Every for-profit PEP and recordkeeper — no matter how well-intentioned at launch — faces the same structural pressure: investors need returns. That means fees get raised, fund menus get monetized, and participants pay more over time.

As a nonprofit, ThinkNirvana has no investors to return capital to. Every efficiency gain goes back to participants. Our fee structure is governed by our mission charter — not by a board answering to venture capital.

This is the same reason Vanguard's fees have fallen every decade since 1975. Ownership structure determines long-term outcomes. We're structured to serve participants. Permanently.

0
Investors to return capital to
0
Proprietary funds in our lineup
0
Revenue sharing agreements
0.07%
Weighted avg fund expense ratio
The industry average all-in cost is 1.5–2.0%/yr. Ours is 0.27%/yr. That gap doesn't shrink. It compounds — in your employees' favor.
The Real Math

What your employees actually pay — and what they could keep.

This is what the industry doesn't want you to calculate. We put it right on the homepage.

Typical Small Business 401(k)
What participants actually pay per year
Recordkeeper fee0.35%
TPA administration0.20%
Advisor / 3(38) fee0.50%
Fund expense ratios (avg)0.55%
Revenue sharing / 12b-10.25%
Platform / wrap fees0.15%
Total annual drag2.00% / yr

On a $500,000 retirement balance over 30 years…

$275,000

That's how much more your employees keep at retirement by switching from a typical 401(k) to AIPEP401K. Not a rounding error. Not a footnote. That's a life-changing difference.

$340,000
Lost to fees · Typical 401(k)
$65,000
Lost to fees · AIPEP401K
ROI Calculator

Your personalized retirement plan cost analysis

Adjust the sliders to see exactly what a plan costs your business — gross and net after SECURE 2.0 credits.

Interactive ROI Sandbox

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AIPEP401K
Traditional 401(k)
SEP-IRA
State IRA
Plan Comparison

Every retirement plan option — side by side

The full picture. No marketing spin.

Plan Type 2024 Contribution Limit Employer Required? Form 5500? Admin Burden Tax Deduction Talent Score Best For
AIPEP401K Our Plan
Nonprofit Pooled Employer Plan · Vanguard index funds
$23,000 + $7,500 catch-up Optional (we recommend 3%) We file ONE for all Zero — AI handles it Full + startup credits ★★★★★ Any size SMB
Traditional 401(k)
Single-employer plan
$23,000 + $7,500 catch-up Optional You file your own High — you hold liability Full contribution ★★★★☆ 50+ employees
SEP-IRA
Simplified Employee Pension
$69,000 (employer only) Yes — same % for all No filing required Very low Full contribution ★★☆☆☆ Solo / owner-only
SIMPLE IRA
Savings Incentive Match Plan
$16,000 Yes — 3% match required No filing required Low Full contribution ★★★☆☆ ≤100 employees
State-Mandated IRA
CalSavers, IL Secure Choice, OregonSaves…
$7,000 (IRA limit) Employee-funded only No filing required Low — payroll deduction only No employer deduction ★☆☆☆☆ Compliance only
The PEP Advantage

What makes a Pooled Employer Plan fundamentally different

These aren't incremental improvements. They're structural advantages built into the PEP model.

📋

One Form 5500. For Every Employer.

In a traditional 401(k), every employer files their own Form 5500 annually. Over 100 participants? Mandatory audit — costing $8,000–$15,000 per employer, per year. In our PEP, we file ONE consolidated 5500 for the entire plan. Your employers file nothing.

Traditional 401(k) audit cost$8,000–$15,000/yr each
AIPEP401K for same employer$0 — we handle it
At 100 employers, shared audit cost~$200/employer/yr
⚖️

Fiduciary Risk Moves to Us

As the Pooled Plan Provider, ThinkNirvana LLC assumes the 3(16) plan administrator role and overall fiduciary responsibility. Your employers are not plan fiduciaries. They don't pick investments. They don't face DOL audits alone. We carry that weight as a nonprofit — with no profit motive to cut corners.

Traditional 401(k) fiduciaryEmployer bears full liability
AIPEP401K fiduciaryThinkNirvana LLC (nonprofit)
Investment decisionsMade by our IPS — not you
💰

SECURE 2.0 Credits = Near-Zero Cost

Congress essentially subsidizes new retirement plans for small businesses. The SECURE Act 2.0 provides dollar-for-dollar tax credits that offset startup costs, auto-enrollment, and even employer matching contributions for the first 5 years.

Admin startup credit (3 yrs)Up to $5,000/yr
Auto-enrollment credit (3 yrs)$500/yr
Employer match credit (5 yrs)Up to $1,000/employee
Net employer cost, Year 1–2Often $0
🤖

AI Replaces the Entire TPA

Third-Party Administrators charge 10–30 basis points to do what our AI engine does automatically: nondiscrimination testing, eligibility tracking, vesting calculations, distribution processing, participant communications, and compliance monitoring. We pass those savings directly to participants.

Traditional TPA cost0.10–0.30%/yr
AIPEP401K AI admin costIncluded in our 0.15%
Human intervention requiredZero — fully automated
Investment Menu

Five Vanguard index funds. Nothing else.

No proprietary funds. No revenue sharing. No advisor-selected active managers. The cheapest, most diversified funds on the planet — selected by our Investment Policy Statement, monitored by AI quarterly.

⭐ QDIA Default
Vanguard Target Retirement Series
VTTSX / VTTVX / VFORX…
0.08–0.15%
Expense Ratio
Industry avg: 0.50%
Auto-selected by participant age. Diversified across global stocks + bonds. Set it and forget it.
US Equity
Vanguard Total Stock Market ETF
VTI
0.03%
Expense Ratio
Industry avg active fund: 0.75%
3,700+ US stocks. The entire US market in one ETF.
International Equity
Vanguard Total International Stock
VXUS
0.07%
Expense Ratio
Industry avg: 0.85%
8,600+ stocks across 47 countries. True global diversification.
Fixed Income
Vanguard Total Bond Market ETF
BND
0.03%
Expense Ratio
Industry avg bond fund: 0.60%
10,000+ US bonds. Investment-grade diversification.
Capital Preservation
Vanguard Federal Money Market
VMFXX
0.11%
Expense Ratio
Industry avg: 0.45%
Government securities. For participants nearing retirement or conservative savers.
📊
AI Monitoring
Quarterly AI review of every fund against our IPS. If expense ratio rises above 0.20%, we replace it.
Weighted average expense ratio: 0.07%

The industry average is 0.50%. That 0.43% difference — compounded over a 30-year career — is worth $85,000+ on a $200K balance. We will never add a fund that benefits us more than participants.

Payroll Integration

We connect to your payroll. They don't get your client data.

Payroll providers are building their own PEPs and stealing recordkeeping clients. We built three ways to integrate that keep your data yours.

1
File Drop (Launch Day) Upload a standardized CSV census file to our secure portal. Our AI validates, cleans, and normalizes it automatically. No payroll integration required. Works with any payroll system, any size.
2
Finch API (Payroll-Agnostic) Finch is an aggregator that reads from Gusto, ADP, Rippling, QuickBooks, and 200+ payroll providers through one API. Your payroll provider never knows we're connected. You own the employer relationship entirely.
3
Direct API (Enterprise) For larger employers or payroll platforms who want a native integration. We provide a REST API for census and contribution data. No proprietary formats. No lock-in.

The biggest players in payroll — ADP, Gusto, Rippling — are all launching their own PEPs. If you connect your retirement plan directly to their platform, you are handing them your retirement client relationship.

Our architecture is payroll-neutral by design. We aggregate census data through a read-only connection. Your employees belong to you, not to your payroll provider.

⚠️ A word of caution about payroll-bundled retirement plans Payroll companies offering bundled 401(k) plans have one goal: lock you into their ecosystem. When they act as recordkeeper, they control the data, the fees, and the relationship. Switching later becomes expensive and painful. We are payroll-agnostic by principle — and nonprofit by design. We have no interest in owning your payroll.
Early Access

Join the businesses building a better retirement future.

AIPEP401K is launching soon. Join our waitlist to be among the first employers onboarded and get a free SECURE 2.0 credit assessment for your business.

  • Priority access when we go live
  • Free SECURE 2.0 tax credit assessment ($0 — no strings attached)
  • Personalized fee comparison vs. your current plan
  • No sales calls. No advisor commissions. Just honest math.
  • Help us shape the product — your input matters
  • Founding employer rate locked for life

Get Early Access

Free. No commitment. Unsubscribe anytime.

🎉

You're on the list!

We'll be in touch with your free SECURE 2.0 assessment and early access details. Welcome to the mission.

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Think
Nirvana

ThinkNirvana.org

The nonprofit behind AIPEP401K

501(c) Nonprofit
DOL-Registered PPP
ERISA Named Fiduciary
AI-Powered · Zero Conflicts
About Us

A nonprofit on a 30-year mission to fix retirement.

ThinkNirvana.org was founded on a simple frustration: too much of what Americans set aside for retirement ends up enriching asset managers, insurance companies, and payroll providers — not funding retirements. As a nonprofit, we have no shareholders, no revenue-sharing agreements, no sales commissions to pay. Every efficiency we create flows back to participants as lower fees.

⚖️

Fiduciary Always

We are legally required to act in participants' best interests. No exceptions.

🪟

Radical Transparency

Every fee published. Every vendor disclosed. No hidden revenue sharing. Ever.

🤖

AI-Powered Efficiency

Technology eliminates the overhead that has historically justified high fees.

🌱

Long-Game Mission

We're thinking in decades. This is a 30-year project to transform retirement.