About Sharebuilder 401k
<p>ShareBuilder 401k is a retirement plan administrator and recordkeeper focused on 401(k) plans for small and mid-sized businesses, including self-employed owners. Founded in 2005, the firm is headquartered in Seattle in the Puget Sound region and works with employers nationwide.</p> <p>ShareBuilder 401k (ShareBuilder Advisors, LLC) is an SEC-registered investment advisor that offers ERISA 3(38) investment management, along with plan design support and participant advice. As of 2026, it reports 6,500 clients and $2.0B in AUM.</p> <p>One differentiator is its early push into index-based 401(k) lineups, including digital quoting and all-ETF investment rosters. The firm assigns Customer Success Managers and uses an Investment Committee for ongoing investment oversight and service support.</p> <ul> <li>401(k) administration and recordkeeping</li> <li>ERISA 3(38) investment manager services</li> <li>Plan design and setup for employers</li> <li>Participant advice and support</li> </ul>
Website: https://www.sharebuilder401k.com/
Founded: 2005
Employees: 51
Office Locations
- Seattle, WA (Headquarters)
Services Offered
- 3(38) Investment Manager
- Plan Design Consulting
- Recordkeeping
- Participant Investment Advice
Client Statistics (2026)
- Total Clients: 6,500
- Total AUM: $2.0B
- Total Participants: 150,000