Easy online set-up

No transaction fees

Experts to talk with 

Direct Checkbook Control of Your Solo 401(k) Cash For Private Investments

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We create a revocable trust that your Solo 401(k) owns and you control.  

How It Works

One

Create your plan.  

Two

Transfer funds from other IRAs or 401(k)s into your trust's checking account.

Four

Start making investments.

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The Solo 401(k) 

01

CHECKBOOK CONTROL
OF YOUR CASH

02

HIGH CONTRIBUTION LIMITS

03

NO UBTI TAX ON DEBT FINANCIED INCME

04

ROLL IN YOUR IRAs AND OLD 401(k)s

SERVICES

PERMISSABILITY

 

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.

PLAN CREATION

 

We help you to adopt a Solo 401(k) plan for your business or sole proprietorship.

REPORTING 

 

Simply respond to Aspira's occasional questionnaires and we will keep you on track for any reporting requirements your plan may require.

PLAN TERMINATIONS

 

We're experts in filing the necessary paperwork to terminate and transition out of your old plans.

DOCUMENTATION

 

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.

VALUATIONS

 

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. 

 
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WHAT CAN YOU INVEST IN?

  • Real Estate

  • Partnerships

  • Crypto Currency

  • Commodities

  • Precious Metals

  • Hedge Funds

  • Private Equity

  • Startups

  • Private Debt

  • Heavy Equipment
     

REAL SERVICE, NOT ROBOTS

Get immediate help from an expert anytime you call, email, text, or chat. 

transparent fees

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.

 
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$1,199 Setup up fee, and
$299 annual administration fee

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PLAN CREATION

Single fee for establishing the plan and an ongoing annual fee

Creative Design

REPORTING

Additional $500 Fee for FORM 5500  for plans over $250,000 in value

 

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PLANNING

INCLUDED IN SERVICE

NO - TRANSACTION / PER ASSET / PERCENTAGE OF  PLAN VALUE / OR OTHER HIDDEN FEES
TURNKEY WITH VERY LITTLE EFFORT ON YOUR PART
YOU'LL HAVE QUESTIONS, AND WE'LL HAVE ANSWERS
 

CONTACT
ASPIRA

OUR ADDRESS

6106 Mill Rd, Ronkonkoma, NY 11779

Email: help@aspira401k.com
Tel:  (951) 643-3611

 

For any general inquiries, please fill in the following contact form:

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