# 401GO
Source: https://planprovider.pro/provider/401go

> Retirement plan administration and recordkeeping are the core of 401GO, a fintech-focused provider founded in 2017. Headquartered in Sandy in the Salt Lake C…

Third-Party Administrator

Sandy, UT

## 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/](https://401go.com/)

Founded: 2017

Employees: 105

## Office Locations

- Sandy, UT (Headquarters)

## Services Offered

- Recordkeeping

## Client Statistics (2025)

- Total Clients: 5,055

- Total AUM: $12.0B

- Total Participants: 54,255

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| M ROGERS INC & SUBSIDIARY 401(K) PROFIT SHARING PLAN AND TRUST|
M ROGERS INC & SUBSIDIARY, MO|
$7M|
129|

| OXFORD HOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST|
OXFORD HOUSE INC., MD|
$2M|
294|

## Products & Pricing

- **GO-Starter**: $25 base fee, $2/employee, 30 bps AUM fee

- **GO-Plus**: $139 base fee, $7/employee, 15 bps AUM fee, $500 setup fee

- **GO-Solo**: $19 base fee, 15 bps AUM fee, $250 setup fee

## Other Third-Party Administrators in UT

- [Human Interest](https://planprovider.pro/provider/human-interest-inc) - San Francisco, CA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/401go)

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