401K Generation

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

237 S Westmonte Dr Ste 300, Altamonte Sp...

Phone Number

(866) 998-5879

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
2
1
2
2
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2

About 401K Generation

401k Generation specializes in enhancing 401(k) plans by providing fiduciary solutions in plan administration, financial advising, and investment management. Their services include daily operations support for 401(k) plans, advisory services for plan sponsors and participants, and investment management with full discretionary authority. The company aims to simplify the understanding and use of 401(k) plans for business owners, families, and pre-retirees. With a focus on tailored wealth management, they assist clients in achieving their financial goals.Explore more
401K Generation's Social MediaPopular Searches401k Generation401k Generation Inc401kgeneration.com401kgeneration401 Generation IncSIC Code 62,628NAICS Code 52,523Show more

401K Generation Org Chart

ER
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Chief Executive Officer

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BK
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Chief Operating Officer

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CA
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

401K Generation

$5.3M
11-50
Private
-
2009
$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1993
N/A
<$5M
1-10
Private
-
1988
DR
Dennis RichardsonVice President
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
2000
Joshua Pitcl, ERPA, Q. P. A. President, Enterprise Pensions, Inc. at Enterprise Pensions
Joshua PitclERPA, Q. P. A. President, Enterprise Pensions, Inc.
<$5M
1-10
Private
-
-
CF
Cindy FordAccount Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

401K Generation is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

401K Generation is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 401K Generation.

401K Generation Tech Stack

A closer look at the technologies used by 401K Generation

Top Finance Companies

Frequently Asked Questions Regarding 401K Generation

What is 401K Generation's official website?
401K Generation's official website is www.401kgeneration.com
What is 401K Generation's Revenue?
401K Generation's revenue is $5.3 Million
What is 401K Generation's SIC code?
401K Generation's SIC: 62,628
What is 401K Generation's NAICS code?
401K Generation's NAICS: 52,523
How many employees does 401K Generation have?
401K Generation has 11-50 employees
What industry does 401K Generation belong to?
401K Generation is in the industry of: Finance, Securities Trading
What is 401K Generation competition?
401K Generation top competitors include: OnTrack 401, 401K Plan Services, The Michigan Pension Group, Enterprise Pensions
What technology does 401K Generation use?
Some of the popular technologies that 401K Generation uses are: Cloudflare Website Optimization, Proofpoint, Sched, Microsoft 365
How do I contact 401K Generation?
401K Generation contact info: Phone number: (866) 998-5879 Website: www.401kgeneration.com
What does 401K Generation do?

401k Generation specializes in enhancing 401(k) plans by providing fiduciary solutions in plan administration, financial advising, and investment management. Their services include daily operations support for 401(k) plans, advisory services for plan sponsors and participants, and investment management with full discretionary authority. The company... aims to simplify the understanding and use of 401(k) plans for business owners, families, and pre-retirees. With a focus on tailored wealth management, they assist clients in achieving their financial goals.Read More

What are 401K Generation social media links?
401K Generation Linkedin page 401K Generation Facebook page
Is 401K Generation a public company?
401K Generation is private company therefore does not currently have an official ticker symbol
See more information about 401K Generation

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