401(k) Plan Services for the Small Businesses

You can count on us to make Your 401(k) plan easy, safe and cost-effective!

How We Help

What Makes Our 401(K) Services Special?

A Solo 401(k) is an employer adopted retirement plan and is only for business owners who have no other full-time employees other than the owner(s) and their spouse.

A Solo 401(k) does not require a third-party custodian or administrator like an IRA, however, one may be used. The business owner may act as the Trustee of the Solo 401(k).

The Solo 401(k) funds may be deposited and held in a bank checking account for the Solo 401(k), which the 401(k) owner may have control and signing authority over as Trustee of the Solo 401(k).

Solo 401(k)s are exempt from UDFI on leveraged real estate holdings.

For Your Solo 401(k) You have 2 options at KKOS

Docs Only – $495

  • Includes the Solo 401k set up and all the docs you need, but no attorney or paralegal time for advice. A good option for those who know what they are doing or who are relying on their CPA or other advisors for questions.
  • If assistance is required, it is billed hourly by the paralegal or attorney.

Full Service – $995

  • Includes the Solo 401k set up and all the docs you need and you will be scheduled a one hour consult with an attorney so that you can be fully versed in Self-Directing and can ask your attorney questions about how the Solo 401k and set-up along the way.

Get Educated by the Best Attorneys in the Country

Mark J Kohler

Mark J Kohler

Mat Sorensen

Mat Sorensen

Jarom J. Bergeson

Jarom J. Bergeson

Lee Chen

Lee Chen

Kevin Kennedy

Kevin Kennedy

Kristie Parker

Kristie Parker

Deven Munns

Deven Munns

Our Full Service 401(K) Plan Includes a
1 Hr Consultation with a REAL Tax Attorney!

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