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Solo Self-Directed 401 K Plan Intake

This is not to be confuse with an estate trust. This Trust is setup for our solo 401k plan and will be listed on your checkbook account.
Price: $ 450.00
We will prepare the Initial Solo 401k Plan Documents, which will include the following documents. Summary Plan Document (SPD), Adoption Agreement, Employer Resolution, Trust Agreement,IRS Approval Letter, EIN Letter for Trust Account, Checkbook Bank Account Application.
$ 0.00