References for self-directed Solo 401K providers?

Question

I already have an LLC and I want to set-up a Solo401K with check-book control.  I will make investments through a brokerage account as well as non-traditional real estate investments.

The providers with the least expensive rates seem to be MySolo401K.net, Fox&Fox, and Sunwest Trust.  Does anyone have any experience with these providers, and are there other low-cost providers I should consider?

JOSE LIRA · Answer

Just joined this forum, very interesting information on it.   I used http://www.sensefinancial.com/ to set up my Solo 401k Trust, I am the trustee and have a checkbook control.  So far I have put gold and silver into it, taken a loan from it and looking to buy a few homes for cash flow. I found that  http://www.sensefinancial.com/  has reasonable fees and great customer service, plus very knowledgeable.  I can recommend them.

Edward Synicky · Answer

@JOSE LIRA Thanks for the recommendation and kind words. I am here to help educate anyone that is interested and always encourage due diligence in everything investing. There are lots of good companyies out there to assist us all.

Marco Santarelli · Answer

Hi Brock Butler,

If you want to email or DM me I can put you in touch with someone I know who does Solo 401(k)s reasonably, and comes with good references.

Continued success!

Mark Nolan · Answer

@Brock Butler

I'm the founder of My Solo 401k Financial so please let me know if you have any questions.

Patti Sinder · Answer

For what it is worth, you may want to check out PGI Agency (www.pgiselfdirected.com).  I know they can have a one-time fee with no annual fees or a lower fee with annual fees.  They can also assist in providing tax assistance related to the plan.  They are not just a paper processor.

David Sidrane · Answer

I would also like to know of any providers with with good references.

References for self-directed Solo 401K providers?

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