401klogic LLC

Overview

401klogic LLC is an independent RIA organized as a limited liability company and registered in Illinois. The firm is owned by an individual and positions itself primarily as an advisory and insurance brokerage practice rather than a capital allocator. Its service mix includes pension consulting and insurance brokerage, and its stated fee model combines asset-based fees and hourly billing. The firm does not identify itself as an ESG investor and is not described as a multi-state adviser. FINTRX classifies the business activities as insurance brokerage and advisory activities include pension consulting services; that combination suggests a focus on retirement plan advisory and insurance product distribution rather than on running pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices