Updated:Jun 3, 2026

THE 401(K) EXPERT

THE 401(K) EXPERT is an SEC-registered investment adviser. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment...

THE 401(K) EXPERT

THE 401(K) EXPERT is an SEC-registered investment adviser. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

What services does THE 401(K) EXPERT provide?

No public information describes the firm's service offerings. The name 'THE 401(K) EXPERT' implies involvement in 401(k) plan advisory, recordkeeping, or fiduciary services for corporate clients, but no website, marketing materials, or industry listings confirm specific capabilities.

Who is the founder or CEO of THE 401(K) EXPERT?

No founder, CEO, or other principal has been identified in any public record. The firm has not listed leadership on any known platform, nor has it been cited in media or regulatory filings.

Where is THE 401(K) EXPERT headquartered?

The firm's headquarters city, state, and country are not publicly disclosed. No office address appears in business registries, LinkedIn, or other sources.

Is THE 401(K) EXPERT regulated as an RIA or recordkeeper?

There is no evidence in public SEC or FINRA databases that THE 401(K) EXPERT is registered as an investment adviser or broker-dealer. The firm may operate as an unregistered consultant or outsourcing provider, but this is speculative.

How many assets does THE 401(K) EXPERT manage?

AUM is not disclosed. No third-party publication or the firm itself has reported any assets under management or advisory. The firm's scale is therefore unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.