401GO

About 401GO

<p>Retirement plan administration and recordkeeping are the core of 401GO, a fintech-focused provider founded in 2017. Headquartered in Sandy in the Salt Lake City metro area, the firm supports employers that want a more automated approach to running workplace retirement plans.</p> <p>401GO works with 401(k) plans, Solo 401(k)s, and IRAs. Its platform uses in-house automation to handle plan setup, day-to-day administration, and compliance tasks, with support for both employers and financial advisors. The company has 105 employees and reports 5,000 clients and $12.0B in AUM (2025).</p> <p>The firm also partners with financial advisors, employers, and Human Capital Management (HCM) companies, with a referral program that offers discounts to referred clients and recurring revenue for partners. A practical differentiator is its emphasis on automating routine administrative work to reduce the time it takes to launch and maintain a plan.</p> <p>Services and support commonly include:</p> <ul> <li>Recordkeeping and plan administration for workplace retirement plans</li> <li>Plan setup and ongoing compliance support</li> <li>Support for employers and <a href="/plan-advisors">plan advisors</a></li> <li>Participant education</li> <li>Tax assistance for small businesses</li> </ul>

Website: https://401go.com/

Founded: 2017

Employees: 105