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Solo 401(k) Owner/Spouses Only

Self Directed with Unrestricted Investments. Personal Business Owner and Employer Based Retirement Plans.

Plan set up includes a consultation with one of our knowledgeable attorneys. Grow your retirement account quickly. Obtain flexibility and control to self-directed investments. Manage and sign on the 401k bank account. Receive tax deductions for contributions made. Take a personal loan form the 401(k) Plan. Leverage / Finance your 401(k) plan real estate investments without being subject to UDFI tax.

Check out our packages below and get started with a Free 15 minute interview with one of our lawyers at 1-888-801-2336

Package A – Plan Docs Only
$1,195.00

Consultation with a knowledgeable attorney regarding qualifications, contributions, self directed plan option advice.
IRS pre-approved Solo 401(k) Plan documents included
Employer Identification Number (EIN)/TaxID
Assistance with setting up a bank account
Annual Maintenance Plan*


Package B – New Operating Entity & Plan Docs
$1,795.00

Complete set up of an operating entity with KKOS Lawyers to adopt the 401(k) Plan
KKOS Lawyers services will include drafting all necessary documents to operate the entity, creating a corporate kit, obtain Tax ID number, publication costs and mailing charges and consultation with an attorney
PLUS Package A


Package C – Investment Entity & Plan Docs
$1,795.00

Complete set up of an Investment entity, 401(k)/LLC with KKOS Lawyers that the 401(k) Plan will invest into.
KKOS Lawyers services will include drafting all necessary documents to operate the entity, creating a corporate kit, obtain Tax ID number, publication costs and mailing charges and consultation with an attorney
PLUS Package A


Package D – New Operating Entity, Investment Entity & Plan Docs
$2,295.00

Complete set up of an operating entity with KKOS Lawyers to adopt the 401(k) Plan
Complete set up of an Investment entity, 401(k)/LLC with KKOS Lawyers that the 401(k) Plan will invest into.
KKOS Lawyers services will include drafting all necessary documents to operate the entities, creating a corporate kit, obtain Tax ID number, publication costs and mailing charges and consultation with an attorney
PLUS Package A


Package E – Existing 401(k) Plan Restatement
$895.00

You have an existing solo 401(k) Plan and you would like to change to our Plan and Services
New 401(k) Plan documents restated under our Plan documents using the existing Plan name and Tax ID number.


*Annual Maintenance Plan
$300 annually

Plan document updates and amendments as required by the IRS and DOL
Compliance with the law for contribution limits, distributions requirements, etc.
Assistance with Roth, Traditional, Rollover, Contribution and distribution record keeping

*Annual Maintenance Plan is required with the first year of service. You have the option to opt out after the first year of service. Charges will be automatically charged quarterly to the debit/credit card on file for your account. Notice must be given to opt out of the Annual Maintenance Plan.