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Vanguard 401k Application- Pooled (For 1 participant plans) |
| Vanguard 401k Application- FBO (For 2 or more participants) |
We offer self-directed low cost Solo 401k Plans and Individual 401k Plans with:
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You can also choose just about any mutual fund company, fund supermarket, brokerage house or custodian you wish to serve as the custodian of the assets in your 401k plan. Call us at 800-474-3826.
All of our Solo 401k plans have:
- $0 setup fee
- $0 annual minimum maintenance fee
- $0 for a spouse to join
- $0 for plan tax returns
- $0 loan setup fee (you can take up to 2 loans at any one time)
- $0 annual loan maintenance
- 1/4th of one percent (.25%) annual administrative fee.
- 24/7 online access to view, and make changes to your account.
- The ability to contribute automatically and electronically on a regular and recurring basis.
No hidden fees
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We receive $0 in sub-transfer agency fees
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We receive $0 in 12(b)(1) fees
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We receive $0 in placement fees (i.e. marketing fees, finders fees etc.).
Apply for any of our Solo 401k Plans over the phone by calling 800-474-3826.
Apply for any of our Solo 401k Plans over the phone by calling 800-474-3826 or
Click here to get a Solo 401k Plan setup kit emailed to you or fill out and mail to us the necessary forms:
Vanguard
- Vanguard Retirement Investment Program Account Application
- Administrative services agreement
- IRS W-9 Form
- Vanguard Brokerage Services account application
- Direct Rollover Form
Ameritrade
- Ameritrade Solo 401k account application
- Ameritrade Solo 401k administrative services agreement
- Letter of Instruction
- IRS W-9 Form
All Plans
Important: You must mail all the completed forms to 401k Administrators at 1205 Prospect St. Ste 400, La Jolla, CA 92037 and not to the respective custodians. We need to establish your 401k plan documents and trust adoption agreement so you may participate in these 401k plans. These custodians do not offer this Solo 401k directly. You must go through 401kBrokers to get our Solo 401k setup with these custodians.