Solo 401k Condo purchase vesting

QUESTIONS: My solo 401k trust is in escrow on a condo-tel.

I think I have most the issues under control.

Vesting has to be in the name of the trust as the 100% owner.

Vesting of all documents
Solo 401k Name F.B.O. Trustee’s name (the name of the individual), Trustee

All tax related issues need to refer to Solo 401K's EIN.

For the Home owner's insurance HO6 policy, the agent is telling me that I have to be the named insured and the trust will be added as the additional insured.

Billing for the policy would be to the trust.

Is this OK?

 ANSWERS:

You are correct in how you listed the solo 401k as the buyer of the condo.

Yes all W-9 will need to be issued under the solo 401k EIN since it is the only party to the purchase.

Yes all expenses including insurance must be paid with solo 401k plan funds.

That's fine if you are the named insured since you are the trustee of the solo 401k.

  

Thanks 

Larry in Oklahoma