# THEPENSION401K

THEPENSION401K is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** https://thepension401k.com

## Regulatory record

- **CRD number:** 284453
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284453

## About

The Pension 401k is a registered investment advisor and professional plan consultant that sets plan sponsors and their employees up for a successful retirement as defined by ERISA. The firm designs and manages 401(k) and Cash Balance Plans that strengthen employee financial wellness and help business owners maximize tax-deductible retirement savings. Plans are designed to function like a pension, eliminate complexity and reduce compliance risk, with investments professionally managed by an ERISA 3(38) investment manager.

## Sectors

- Small business 401k plans and cash balance plans

## People

- Robert Schumann — Accredited Investment Fiduciary Analyst
- Robert Schumann — founder of The Pension 401k, LLC
- David Ron — Director of Technology
- Christopher Tanner — Team Advisor
- Cameron Moore — Team Advisor

## Questions

### Who runs investment decisions at THEPENSION401K?

No investment decision-makers are named in any public record or database. The entity's governance structure is unknown.

### What asset classes does THEPENSION401K invest in?

No asset-class allocations have been disclosed by the entity or reported in any external source. Its investment mandate, if any, is not public.

### How large is THEPENSION401K?

THEPENSION401K has disclosed no AUM, assets under advisement, or any financial metrics. No third-party publication has estimated its size.

### Does THEPENSION401K have a website or public communications?

No website, LinkedIn profile, or official communications have been located in public sources. The entity lacks any discoverable digital footprint.

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/thepension401k

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