401k Engineers Inc.

Overview

401k Engineers Inc. is a corporately structured, individual-owned advisory and insurance business that serves both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals and small businesses, plus pension consulting services, among its advisory activities. It also operates as an insurance broker, which aligns with its use of annuity products. The firm is not positioned as a multi-state adviser or as an active ESG investor, and it does not present itself as a capital allocator or related adviser. Its client mix and service set indicate a hybrid model combining investment advisory work for smaller institutions and retail clients with insurance-distribution capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives