Solo 401k Pricing

Initial establishment fee: $1,000
Annual fee (starts in second year): $200

Ask us about our special web pricing

Solo 401k Establishment Service Includes:

Adoption Agreement
Basic Plan Document
PPA Amendment
Summary Plan Description
Trust Agreement
Appointment of Trustee
Action by Board of Directors

Beneficiary Designation
Loan Procedure
Loan Documentation
Transfer Request Forms for incoming funds transfers
IRS Registered Tax ID (EIN) with Tax Exempt Status
IRS Opinion Letter and Serial Number

Why choose Sense Financial to set up your self-directed Solo 401k plan?

Annual Solo 401k Compliance Service Includes:

 Unlimited client support
 Assistance with filing of tax forms 5500-EZ and 1099-R (if required)
 Maintenance of Plan Documents to ensure IRS-compliance
 Provide Customized Transfer/Rollover Forms
 Assistance with Rollover/Transfer

 Interim Plan Amendments as required by the IRS
 Turnkey Process for Solo 401k Bank Account
 Calculation of Annual Contribution Amounts
 GUST, EGTRRA & PPA Documents
 State-of-the-art Client Portal

What Our Clients Are Saying:

I started a Solo 401K plan with Dmitriy’s Sense Financial in 2015. It has been a great experience since then and the Solo 401k plan has been a wonderful tool. 

Tony S. – Skillman, NJ

Ben D.

In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend Sense Financial – you will not be disappointed!

Ben D. – Spokane, WA 

Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k). Dmitriy handled it smoothly and confidently…

Mindy Jensen – Longmont, CO
BiggerPockets Community Manager

Alternate investment options you get with a Self Directed Solo 401k:

 
Real Estate


Precious Metals


Private Business


Stock & Funds


Private Lending


Tax Deeds/Liens

Financial Concepts that Make Sense!

Greater Flexibility. Investment Freedom. Hassle-Free Management.

Our expert team is always ready to answer you! Give us a call at (949) 228-9394. You can email us at contact@sensefinancial.com