I own my own business and my wife and I are the only 401k participants/employees. My financial advisor used a third party administrator to set me up with a document only 401k plan. It has now reached over $250k and will be needing form 5500ez service. Can I just take over administrative services and file my own 5500Ez ? Or do I need to shut down my current 401(k) and have the funds transferred over to a new separate solo 401(k)? My current 401(k) is at Schwab.