1-800-401k PlaN.com, LLC

Overview

1-800-401k PlaN.com, LLC is an independent registered investment adviser operating as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting-type services alongside hourly and fixed-fee engagements and AUM-based billing. It manages client relationships on a discretionary basis and shows a clear implementation preference toward liquid equity instruments. Investment behavior leans toward equity-centered portfolios implemented primarily through exchange-traded equities and ETFs. The firm does not identify as an active ESG investor or as a capital allocator to private funds, and there is no indication of meaningful exposure to illiquid or manager-driven alternative strategies in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices