Wachovia Small Business

An additional annual service fee will be charged depending on the service agreement established between the plan and the financial professional. Please contact you financial professional for additional details.

Mutual funds are sold by prospectus. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

06/05

¹ 50% of the investment offerings must be Evergreen funds. Evergreen Investment Management Company, LLC is a subsidiary of Wachovia Corporation and a separate affiliate of Wachovia Securities.

² Waived for plans with participant average account balance of $40,000 or more.

³ Asset fees are for recordkeeping, account administrative and consulting/support services and not for investment management or investment advisory services.

⁴ If assets leave during the first 12 months, the plan will experience a deferred sales chare of 0.50% on the assets.

⁵ The Annual Plan Administration Base Fee will be reduced by $500 for safe harbor plans.

⁶ The Annual Plan Administration Base Fee will be reduced by $250 if Wachovia does not prepare the form 5500.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Fees

Navigation

Small Business Section Navigation

Main Sections of the Site

Search