1-800-401K PLAN.COM, LLC

1-800-401K PLAN.COM, LLC is an SEC-registered investment adviser (CRD 134180). Regulatory assets under management: $13.9M.

Registration

• CRD: 134180
• Type: Registered investment adviser
• Phone: 609-737-5990
• Latest filing: 2025-04-21
• Regulatory AUM: $13.9M
• Discretionary AUM: $13.9M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search