401GO

About 401GO

<p>Automation is central to how 401GO runs retirement plan recordkeeping and administration, which can help employers get a plan started and keep routine tasks moving with less manual back-and-forth. Founded in 2017, the firm has built its offering around a tech-driven workflow for workplace retirement plans.</p> <p>Headquartered in Sandy in the Salt Lake City metro area, 401GO supports employers looking for a more automated approach to managing plan operations. The company has 105 employees and reports 5,000 clients and $12.0B in AUM (2025).</p> <p>401GO handles recordkeeping for 401(k) plans, Solo 401(k)s, and IRAs. Its platform uses in-house automation for plan setup, day-to-day administration, and compliance tasks, and it supports both employers and <a href="/plan-advisors">plan advisors</a>. It also works with HCM companies and runs a referral program that offers discounts to referred clients and recurring revenue for partners.</p> <p>Common services include:</p> <ul> <li>Recordkeeping and plan administration for workplace retirement plans</li> <li>Plan setup and ongoing compliance support</li> <li>Advisor and employer support for plan operations</li> <li>Participant education</li> <li>Tax assistance for small businesses</li> </ul>

Website: https://401go.com/

Founded: 2017

Employees: 105