Self Directed Checkbook 401k Plans for the Self Employed


Solo 401k plan documents


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


Includes custodial setup fee

IRA LLC annual fee


Includes custodial maintenance fee

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