Solo 401k Pricing
Our Solo 401k Establishment Service Includes:
- Adoption Agreement
- Basic Plan Document
- Post-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
Our 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
- Post-PPA Documents
- State-of-the-art Client Portal
What our clients are saying:
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
Sense Financial made the entire process extremely easy and they have been very responsive. I’ve recommended them to many people already.
Michael L. – Humble, TX
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 with your self-directed account:
Investments That Make Sense!
It’s Your Money. It’s Your Future. Invest Your Way.
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
