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Set up an Individual(k)™ featuring Vanguard investments
Opening an Individual 401(k)—or Individual(k)—starts with telling us about you and your business. Your Individual(k) will be ready to accept your first contribution in as little as 5 business days.

What information will I need to provide?
  • Your Employer Identification Number (EIN)
  • Your Company 6-digit NAICS Business Code
  • Personal Information for the business owner
    • Social Security number
    • Home Address
    • Date of birth
  • Bank routing and account numbers

Setup process overview

Will I be able to make contributions for the prior tax year?

Who can have an Individual(k)?

Individual(k) Plan Enrollment
First Name:
Last Name:
Email Address:

Estimated time to complete: 20 minutes
All fields are required unless indicated as optional.