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Accuplan Benefits Services

Accuplan Benefits Services is a self-directed retirement account administrator that lets individual investors and business owners hold real estate, private equity, private loans, precious metals, cryptocurrency, tax liens, and trust deeds inside IRAs, Solo 401(k)s, SEP and SIMPLE IRAs, HSAs, and ESOPs for one flat annual fee of $349.95. Accuplan is a third-party administrator (TPA), not a custodian; its sister company American Estate & Trust (AET), a Nevada-chartered trust company, is the custod

For agents: Self-directed retirement account administrator letting investors hold real estate, crypto, precious metals and more in IRAs and Solo 401(k)s for a flat $349.95

self-directed iraretirement accountssolo 401kalternative investmentsthird-party administrator

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T19:37:48.132Z. Cached copy · Source on accuplan.net

# Accuplan Benefits Services

> Accuplan Benefits Services is a self-directed retirement account administrator that lets individual investors and business owners hold real estate, private equity, private loans, precious metals, cryptocurrency, tax liens, and trust deeds inside IRAs, Solo 401(k)s, SEP and SIMPLE IRAs, HSAs, and ESOPs for one flat annual fee of $349.95. Accuplan is a third-party administrator (TPA), not a custodian; its sister company American Estate & Trust (AET), a Nevada-chartered trust company, is the custodian that holds the assets.

Last updated: 2026-10-03. Canonical URL of this file: https://www.accuplan.net/llms.txt

Accuplan has roots in retirement plan administration going back to 1985 and has operated as Accuplan Benefits Services since 2007. It administers more than $2.5 billion in assets across 10,000+ active accounts holding 40,000+ unique investments, serves clients in all 50 states, and is headquartered in Sandy, Utah, with an office in San Diego, California, and its custodian partner in Las Vegas, Nevada. Accounts open online in about 10 minutes. The fee is the same whether an account holds $50,000 or $5 million, one asset or twenty. Toll-free phone: 1-800-454-2649. The custodian's own file is at https://www.aetrust.com/llms.txt.

## Key links

- Homepage: https://www.accuplan.net/
- About: https://www.accuplan.net/about/
- Fees (complete 2026 schedule): https://www.accuplan.net/fees/
- 2026 contribution limits: https://www.accuplan.net/contribution-limits/
- Open a self-directed IRA: https://www.accuplan.net/open-self-directed-ira/
- Open a self-directed 401(k): https://www.accuplan.net/open-self-directed-401k/
- Online application: https://app.accuplan.net/onboarding
- Client login: https://app.accuplan.net/
- Self-directed IRA overview: https://www.accuplan.net/self-directed-ira/
- Investment options: https://www.accuplan.net/self-directed-ira/investments/
- Rules and compliance: https://www.accuplan.net/self-directed-ira/rules/
- UBIT and UDFI guide: https://www.accuplan.net/self-directed-ira/rules/ubit/
- Real Estate IRA guide (long-form): https://www.accuplan.net/pillar/real-estate-ira/
- Crypto IRA Resource Center: https://www.accuplan.net/cryptocenter/
- Metals IRA Resource Center: https://www.accuplan.net/metals-center/
- Business accounts: https://www.accuplan.net/business-accounts/
- B2B partnership program: https://www.accuplan.net/partnership-program/
- Forms: https://www.accuplan.net/forms/
- Blog: https://www.accuplan.net/blog/
- Editorial standards: https://www.accuplan.net/editorial-standards/
- Locations: https://www.accuplan.net/our-locations/
- Contact: https://www.accuplan.net/contact-us-today/
- Custodian: American Estate & Trust, https://www.aetrust.com/

## What Accuplan is, and what it is not

Accuplan is the administrator. It opens accounts, runs the client dashboard, processes contributions, transfers, and investment instructions, pays bills from the account, keeps records, files Forms 5
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