401klogic LLC

Fee-Only (% of Portfolio)Fixed/Hourly

401klogic is a retirement plan advisory firm that supports mid-market companies with their retirement plans. Services include benchmarking plan expenses, conducting service provider reviews, helping ensure compliance with federal retirement plan rules, providing quarterly monitoring reports, creating investment policy statements, advising on investment selection, assisting with investment committees, and providing fiduciary training. They also offer participant education services and plan search support.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$200/hr
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Location

1 Advisors at this firm

401klogic LLC | TrueAdvisor