401k LLC

Self Directed LLC

Enterprise™ Self Directed 401k LLC

A Limited Liability Company or LLC sponsors the Enterprise™ self directed 401k. The intent of this product design is to help you fund and expand passive investments within self directed retirement portfolio. Most of the plans offered today even though they call themselves self directed 401k plans do not offer participants of the plan to invest in non-traditional assets such as real estate, gold, notes and many other desired investment opportunities. This model allows you an investor to determine if and how much of the corporation should be with self directed 401k dollars.

As the CEO of the company you have the power to allow each participant checkbook control of their funds.

Another unique offering of this product is the ability to partner with IRAs. There may be situations where a participant has a Roth IRA and would like to participate in an investment his self directed 401k account is funding our unique design allows for multi plan participation.

What Your Plan Comes With

  • Favorable determination letter from IRS
  • Setup of LLC
  • Filing of state articles by AES
  • Filing for Corp EIN with IRS by AES
  • LLC operating agreement
  • Setup and operating guide
  • Unit certificates
  • Meeting Records (initial and annual)
  • Banking authorizations for checking account
  • Creation of 401k plan documents
  • Filing of 401k EIN
  • Complete set of plan documents with all necessary forms and guides
  • Assistance and guidance in the rollover of current plan to new self directed plan
  • Assistance and guidance in setup of checking account or use our partner bank
  • Unlimited Advisor consulting for plan setup and operation

How it Works

Setup Process

  • Create the entity, the Limited Liability Company. Our attorneys will create the entity with the appropriate state
  • Create the Plan (Trust with Plan documents). Our attorneys will create the plan and file with the IRS
  • Rollover monies from IRA or 401K to your self directed 401k
  • Setup Checking Accounts for the Company and the Plan
  • Make direct investments as directed by the plan participant(s)