ROBS Provider Directory: Fees, Sources, and Reviews
This directory brings together the ROBS provider records currently maintained by 401kROBS.com. The providers appear alphabetically, not by score, sponsorship, or recommendation. Use the cards to open the full review, see whether public pricing was found, check when the record was last verified, and identify what still needs written confirmation before you rely on a sales conversation.
Alphabetical provider records
Each card shows the review link, setup and ongoing pricing, pricing status, website status, last verification date, provider website, pricing source, and any disclosed commercial relationship. Public provider pages can confirm what the provider publishes; they cannot prove private contract terms, service quality, regulatory history, or whether the provider is the right fit for a specific ROBS transaction.
Related provider guides and comparisons
These pages answer narrower comparison questions. They may use scoring or fit categories, but they do not affect which providers appear here or how this directory orders them.
How to compare providers from this directory
Start with fit, not position on the page. Alphabetical order keeps the directory complete and easy to scan; it does not make the first provider safer, cheaper, more experienced, or more appropriate for a particular business owner.
Separate published prices from quote-only or incomplete prices. A published setup fee or monthly administration fee is useful, but it may not include state filing fees, registered-agent renewals, valuation work, employee administration, correction support, audit representation, cancellation terms, or exit work. When a price is missing, do not fill the gap with an estimate; ask the provider for the setup fee, recurring fee, pass-through costs, and termination charges in writing.
Treat provider statements as provider statements. The linked provider pages can establish what a company says about its services, prices, partner programs, and support model as of the listed verification date. They do not independently establish that the provider is best, that a ROBS arrangement will remain compliant in every case, or that a private contract includes every service described in public marketing.
Use the IRS ROBS compliance project link for regulatory context, not provider approval. Government materials explain concerns that can arise with ROBS transactions; they do not verify a provider's current pricing, contract terms, service quality, or suitability for a specific buyer.
Recheck changing information before you sign. Provider pages, prices, ownership, availability, and partner programs can change without notice. Reopen the provider website, pricing source, full review, fee guide, and IRS guidance if a link is unavailable, a fee changes, a provider's public wording conflicts with an older record, or an important service is not spelled out in the proposal.
Keep the written questions practical: who forms the C corporation, who prepares the plan documents, who coordinates the rollover and stock purchase, who handles eligible employees, who supports Form 5500 filings, who arranges valuations, who responds if the IRS or Department of Labor asks questions, and what happens if the business is sold, fails, or terminates the plan.