401KLOGIC LLC

Overview

401klogic LLC is a small, privately held advisory and insurance brokerage firm organized as an LLC and owned by an individual. The firm’s public profile lists insurance brokerage as a primary business activity and identifies pension consulting services among its advisory activities, though the snapshot also indicates it is not classified as a pension consultant. Its reported fee model combines asset‑based charges and hourly billing. The profile does not list a registration year with the SEC and notes the firm is not a multi‑state adviser or an active ESG investor.

Assets & Accounts

Investments & Alternatives