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  1. Dalai Pookah
    X is sponsor of 401k plan (solo; H&W). X wants to invest both personal and plan money in a managed account with a major broker. The account requires a minimum investment of $500,000. X would like to form an LLC with 40% owned by 401k and 60% individually to own and make this investment. My understanding is that it would not be a prohibited transaction for a plan and a party-in-interest to form a new entity and have that new entity make investments, which would naturally split according to membership interests. I haven't been able to find any support or prohibition thus far. Opinions? Citations? Thank you.
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