Rhode Island Pooled Trust Fee Schedule Chart

One Time Administrative Start Up Fee $200 or 1% of initial contribution up to $1000 cap
Contribution Minimums Cash $1000
Non-Cash Items (insurance policy, property, etc.)
Appraisal on items with expected value greater than $5000
Tax Preparation Individual Returns - Hourly Rate
Trust Return - Pro rata fee to cover expense
Termination Fee $50 - Process final distribution and tax preparation
Trustee Fee 1%