Direct Checkbook Control of Your Solo 401(k) Cash For Private Investments
Easy online set-up
No transaction fees
Experts to talk with
Create your plan.
We create a revocable trust that your Solo 401(k) owns and you control.
How It Works
Transfer funds from other IRAs or 401(k)s into your trust's checking account.
Start making investments.
The Solo 401(k)
OF YOUR CASH
HIGH CONTRIBUTION LIMITS
NO UBTI TAX ON DEBT FINANCIED INCME
ROLL IN YOUR IRAs AND OLD 401(k)s
Talk over your investment plans with one of our qualified consultants and we'll make sure your plan is staying within the rules set out by the IRS and Department of Labor.
We help you to adopt a Solo 401(k) plan for your business or sole proprietorship.
Simply respond to Aspira's occasional questionnaires and we will keep you on track for any reporting requirements your plan may require.
We're experts in filing the necessary paperwork to terminate and transition out of your old plans.
We create your plan document, acceptance letter, trust agreement, in-plan Roth conversion directive, participant loan agreement, loan amortization schedule, and other documents your plan may need.
PLAN DESIGN AND PLANNING
If we don't have the perfect solution for you here at Aspira, we'll refer you to the service provider who does.
We are qualified third party valuation experts who can provide asset fair market valuations for distributions, Roth conversions, and QDROs.
IRS REQUIRED AMENDMENT LIST REVIEWS
We will bring your plan into compliance with the Required Amendments List of qualifications.
REAL SERVICE, NOT ROBOTS
Get immediate help from an expert anytime you call, email, text, or chat.
No transaction fees, and no fees based on the value of your account or number of holdings.
self-directed plan experts
Get answers from do-it-your-self-tools or from a Certified Professional.
$1,199 Setup up fee, and
$299 annual administration fee
Single fee for establishing the plan and an ongoing annual fee
Additional $500 Fee for FORM 5500 for plans over $250,000 in value
INCLUDED IN SERVICE