Posted over 5 years ago

List of Solo 401k Providers

Following is a list of solo 401k providers for opening a solo 401k plan also referred to as a self-directed 401k or Individual 401k.

Checkbook Control, Alternative Investments & 401k Participant Loans

If the goal is to gain checkbook control over the solo 401k, process a solo 401k loan and invest in alternative investments such as real estate, promissory notes, private shares, tax liens, and precious metals, to name a few, the following solo 401k providers provide this service.

Normal 1427615770 Direct

Their solo 401k plan allows for Roth solo 401k contributions and voluntary after-tax contributions

Their solo 401k plan allows for Roth solo 401k contributions.

Their solo 401k plan allows for Roth solo 401k contributions.

Alternative Investments & 401k Participant Loans

If the goal is to invest in alternative investments such as real estate, promissory notes, private shares, tax liens, and precious metals, to name a few,  without checkbook control, the following solo 401k providers provide this service.


Solely Equities

If the goal is to invest solely in mutual funds and equities, the following solo 401k providers provide this service.


Annuities & Mutual Funds

If the goal is to invest solely in annuities and mutual funds, the following solo 401k providers provide this service.


 



Comments