1-800-401k PLAN.com, LLC offers investment management, retirement plan consulting, and financial planning services. Founded in 2004 and based in Pennington, New Jersey, the firm is owned and operated by Jeffrey Gross. For portfolio management, 1-800-401k PLAN.com manages client investments on a discretionary basis, tailoring allocations to individual goals and risk tolerance. The firm also specializes in helping individuals navigate company-sponsored retirement plans like 401(k)s, 403(b)s, and 457 plans, offering both direct management and paper-based advisory plans. Additionally, 1-800-401k PLAN.com provides standalone financial planning covering broader topics such as estate and insurance planning. The firm serves individuals, business entities, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees are negotiable based on anticipated future earning capacity, anticipated future additional assets, account composition, and other factors.