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We can form your Special Purpose LLC anytime, but this special pricing is only available during the 14 days after you establish your Solo 401k plan.
Protect what's Rightfully Yours
Including a Special Purpose LLC can add an extra layer of privacy and protection to your Solo 401k investments.
Plans Setup
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A Special Purpose LLC can protect your Solo 401k owned assets like real estate 🏠
Protect Your Assets
Your SP LLC is recognized as a separate legal entity. This can provide separation and protection in the case of any lawsuits with your 401k assets.
Privacy
We register your special purpose LLC in Wyoming, who does not require public listing of member or manager. This gives you greater privacy and asset insulation.
Smooth & Timely Investing
Title companies unfamiliar with a trust (401k) will have no problem with an LLC. This makes your real estate closing faster and easier.
Get Started Today for Just $499
Includes all third-party filing fees, such as Wyoming Secretary of State formation fee and Wyoming Registered Agent Fee. You’ll pay ongoing annual fees of $85 directly to the Wyoming Secretary of State and Registered Agent in 12 months.
How does it work?
The Special Purpose LLC (SP LLC) is an asset of your Solo 401k plan. The sole member of the LLC is your 401k trust, and you are the manager. The SP LLC has its own tax iD number, and its own bank account.
Funds go first into your Solo 401k bank or brokerage account via rollovers or contributions. You then invest 401k funds into the LLC (an asset of your 401k trust).
Once funds are moved from the 401k bank account to the LLC bank account, the LLC can hold its own investments. This provides some separation between the 401k assets and those in your SP LLC.
Important: You cannot use a pre-existing LLC to hold Solo 401k-owned assets. The Special Purpose LLC must be a newly formed entity.
What's Included?
- Wyoming LLC Formation
- New Tax ID number for LLC
- LLC Articles of Organization
- LLC Operating Agreement
- LLC Minutes
- Bank Account Help
- Wyoming Registered Agent Service
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