OK401K, INC.

Overview

Ok401k, Inc. is a small, privately held corporate RIA that focuses on retirement-plan and wealth-management services for individuals, families and institutional clients. The firm provides portfolio management for individual and small-business clients, portfolio management for businesses or institutions, and pension consulting services. Its fee schedule combines percentage-of-AUM billing with fixed fees and other fee arrangements. Investment activity is concentrated in public funds and mutual funds, reflecting a manager allocation bias toward pooled vehicles rather than direct-stock or large-scale alternative positions. Ok401k, Inc. is not flagged as an active ESG investor and operates on a single-state basis rather than as a multi-state adviser. The ownership is individual rather than institutional, and the firm is positioned to serve both personal retirement-plan clients and institutional plan sponsors.

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Location & Offices