Phone: 800-489-7571
FAX: 925-262-2070
Investment Purchase Procedures
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Solo 401k Loan & Rollovers
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Invest your Solo 401k plan in: Real Estate, Private Stock, Lending, LLC, Gold & More!
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1: Plan
We compose a customized (IRS approved) Solo 401K Plan (also called Self-Directed 401k) for you.

2: Trust
The Plan that we compose contains a Trust, which appoints you as the  Trustee of your Solo 401K - allowing you to make all investment choices.

3: Checking Account
You establish a checking account (in the name of the Trust) at any bank of your choosing. This checking account will  be used for placing all investments or loans for your  Solo 401K (we assist you through this process, but never have access to your account or funds).

4: Funding/ Rollover
You will fund your Solo 401K by making an initial tax-deductible contribution or by transferring funds from one or more of your existing retirement accounts or IRA  into the new checking account. After you Open Solo 401k, we can facilitate the movement of funds to your new account at no extra cost.

5: Investing
You can begin investing your retirement funds directly into alternative (and traditional) investments – by simply writing a check.  

Note: A Solo 401k is commonly referred to as a Single K or Solo K Plan.

Visit Open Solo 401k to learn more about Solo 401k process.
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 What to glance for
in a
Solo 401(k)

         My Solo 401k at a glance
 Optional: We will review and facilitate your alternative investment purchases at no additional cost.
 Our Solo 401k Plan designates you as the Trustee of your account, permitting you to make all investment decisions.
 As Trustee of your Solo 401k, our plan grants you complete freedom to invest in all traditional and alternative investment types. This affords you the option to invest your account when you want. 
As the Trustee of your Solo 401k, you will open a checking account for your plan at any bank of your choosing. You will then be able to place investments by simply writing a check.
Our Solo 401k allows you to take multiple, nontaxable personal loans up to $50,000 from your plan.
Our Solo 401k allows you to contribute certain company assets into your Plan.


Investment Options 

Checking Account

Personal Loans

Company Assets

Open Solo 401k
 24 Hour Setup
Additional Information
Additional Information
Solo 401k Brokerage 
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Solo 401k Establishment Process 
how to open a solo 401k
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