# THE 401(K) EXPERT

THE 401(K) EXPERT is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289580
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289580

## About

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

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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