And the roles they play in getting the investor's money back from the government?

For the benefit of the community, it would be great if you posted up your end decision and result.It's after the fact but a situation like this is where a solid project manager would play a great role.  

., as well as process Solo 401k Loan, Schwab is not involved in the administration of the Solo 401k.In other words, Schwab's role is to provide the brokerage side to the account.

Would you recommend doing this and if so, would you suggest hiring a second PM, contractor, realtor, etc. to perform this role?

Attorneys and brokers have different roles although they do sometimes overlap.

As a dirt poor NY Immigrant that grew up from a 2 year old in the late 60s, living in the Alphabet City neighborhood in Manhattan, my experience by being beat up by virtually every kind of Gang, Hispanic, African Americans, Whites ( Irish and Italian gangs basically), etc.... embedded into me that Race plays both an obvious and subtle role in our City and I'm sure that extends throughout our Nation.

Material participation plays a role in two distinct aspects of this rule for real estate professionals. 

He would have "dual roles".You likely wouldn't be paying anything on the transaction, so I would go with a seller agent.

The reason I 'revived' this thread is that I happen to be in a somewhat similar position, although different role.

The good news is that we are having a beer after the new year ;-)There seems to be agreement that intent and timing play a key role.