While we cannot administer Solo 401(k) plans, we can open a custodial account for the benefit of a Solo 401(k) plan on our platform.
To open a custodial account for a Solo 401(k) plan:
Complete the Custodial Account Application found here
Provide your third-party plan administration documents; or if you intend to serve as your own plan administrator, complete and return Form A (pages 8-11) from this PDF
Contact support if you have any questions