The Ultimate Solo 401K® Plan is "sponsored" (adopted) by your source of self-employment income. This business is called the "Sponsoring Entity" of the solo 401(k).
Below, please indicate the type of business that will be sponsoring the Plan.
Participating Employers are additional business entities from which you and/or your spouse have self-employed income and from which you will be making contributions to the Plan.
Broad Financial will create a trust which will hold the 401(k) Plan. You have the option to select a name for the trust. Should you opt not to provide a name, you authorize Broad Financial to select the Trust Name at their discretion.
The solo 401(k) accountholder listed in the beginning of this application will be the primary Trustee. Please enter the Primary Trustee's physical address.
Trustees are not beneficiaries or inheritors. Trustees have full control of all investments.
Titan Bank is a checkbook control banking institution providing comprehensive services to self-directed investors. Specializing in Solo 401(k) checking accounts, Titan Bank is knowledgeable on the intricate workings of Self-Directed Checkbook accounts.
Titan Bank is delighted to offer new customers:
Note: The IRS allows Roth funds from a Qualified Retirement Plan (401(k), 403(b), 457, etc.) to be rolled over into a 401(k). However, a Roth IRA may not be rolled over into a 401(k) plan.
Note: If the balance is not received from your Solo 401K within 14 days of placing your order, it will automatically be charged to your credit card.
After submitting this application you will be redirected to the Form SS-4 (application for Employer ID number).
Simply enter your SS # and then sign and submit.