Test Toll-Free: (800) 529-3951 | Albuquerque: (505) 514-0539 | Fax: (505) 792-6096 | Email: help@IRASTC.com |Hours of operation: Monday-Friday, 8:00AM-5:00PM MST TEST
What are the fees associated with a solo 401(k)?
Fees for a solo 401(k) vary by provider but may include setup fees, annual administration fees, investment expenses, and optional service costs. Some providers offer low-cost or no-fee plans, while others charge for recordkeeping, compliance, or access to certain investments.
Because solo 401(k) plans are simpler than traditional employer plans, ongoing costs are often lower, but it is still important to review all plan and investment fees before opening an account.
Keith Marsh,
CEO, Co-Founder & General Manager
Knowledge. Experience. Innovation. Trust.
Keith Marsh is a respected leader and pioneer in the Self-Directed IRA industry, recognized nationwide for his expertise, innovation, and commitment to client success. For well over a decade, he has been at the forefront of helping individuals achieve their financial goals through self-directed retirement strategies.
Edwin Kelly,
Co-Founder & Platinum Education
Edwin Kelly is America’s leading expert on Self-Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Co-Founder and currently serves in Specialized Trust Company’s Platinum Education.
Specialized Trust Company
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
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Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
Email: help@IRASTC.com
Monday-Friday,
8:00AM – 5:00PM MST
Specialized Trust Company
