About My Solo 401k Financial LLC
<p>Self-directed Solo 401(k) plan setup and ongoing compliance are the focus of this retirement plan administrator. Founded in 2009, the firm works with owner-only businesses that want a plan built for alternative investing and straightforward administration.</p> <p>Headquartered in Carlsbad in North County San Diego, My Solo 401k Financial LLC also has locations in Encinitas and Southfield, Michigan, supporting clients across Southern California and the Detroit metro area. The team has 5 employees.</p> <p>Services include drafting Solo 401(k) plan documents, obtaining an EIN for the Solo 401(k) trust, and help opening the related bank and brokerage accounts. They also provide ongoing compliance support and work related to 401(k) business financing and IRA LLC setups.</p> <p>What sets the firm apart is its narrow focus on self-directed Solo 401(k) plans, with hands-on help from initial plan design through account setup and compliance.</p> <ul> <li>Solo 401(k) plan design and document preparation</li> <li>EIN acquisition for Solo 401(k) trusts</li> <li>Ongoing plan compliance support</li> <li>Bank and brokerage account establishment support</li> <li>401(k) business financing and IRA LLC services</li> </ul>
Website: https://www.mysolo401k.net/
Founded: 2009
Employees: 5
Office Locations
- Carlsbad, CA (Headquarters)
- Southfield, MI
- Encinitas, CA
Services Offered
- Plan Design Consulting
- Compliance Services