Pricing
Self Directed Checkbook 401k Plans for the Self Employed
PRICE LIST
Solo 401k plan documents
$575
Custom 401k plan and trust documents including IRS determination letter | Call for current specials
Solo 401k annual maintenanceFlat fee annual maintenance
$100 - 125/year
Includes all updates to keep your plan IRS-compliant (billed annually) | Call for details
IRA LLC formationPlus filing fees
$1,000
Includes custodial setup fee
IRA LLC annual fee
$300/year
Includes custodial maintenance fee
Questions?
Call 303-427-4519