Filings through .
401(k) Advisors Inc
Matched across 22 name variants in the filings
401(k) Advisors Inc summary
401(k) Advisors Inc appears on 75 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.0B in assets for 48,698 participants. The median client plan holds $16.5M. Most client plans are sponsored in CA, VA and FL. The largest clients by plan assets are Corelogic, Inc., Marubeni-Itochu Steel America and National Marrow Donor Program. Plans reported $2.2M in direct and indirect compensation paid to 401(k) Advisors Inc. The median is $25K per plan.
- Participants
- 48,698
- Median plan assets
- $16.5M
- Median plan participants
- 267
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Corelogic, Inc. | CA | $861M | 6,010 |
| Marubeni-Itochu Steel America | NY | $321M | 3,196 |
| National Marrow Donor Program, plan 002 | MN | $174M | 2,153 |
| On Lok Inc. | CA | $138M | 1,511 |
| National Marrow Donor Program, plan 001 | MN | $119M | 2,216 |
| Morgan Properties Payroll Svcs | PA | $97.0M | 3,444 |
| The Goodman Group, Inc. | MN | $85.3M | 4,328 |
| Biomed Realty, L.P. | CA | $66.3M | 408 |
| Virgin Atlantic Airways, Ltd. | GA | $44.4M | 279 |
| Metrostar Systems, LLC | VA | $42.6M | 679 |
| Building Material Distributors, Inc. | CA | $42.5M | 923 |
| Mandelbaum Barrett, PC | NJ | $41.4M | 232 |
| Daniel G. Schuster, LLC | MD | $40.1M | 1,390 |
| Integrichain, Inc. | PA | $36.7M | 502 |
| Exponent Technologies, Inc. | TX | $32.7M | 179 |
| Le Sueur Incorporated | MN | $32.4M | 407 |
| PMC, LLC | FL | $31.6M | 887 |
| Softrams, LLC | VA | $29.5M | 581 |
| Spanx, LLC | GA | $29.2M | 394 |
| Astrix Technology, LLC | NJ | $28.0M | 660 |
| Advanced Bioscience Laboratories | MD | $27.7M | 200 |
| Feddata Holdings LLC | MD | $27.7M | 187 |
| Canus Corporation | CA | $23.7M | 413 |
| Super Care, LLC | CA | $19.6M | 561 |
| Intek Plastics LLC | MN | $19.6M | 179 |
- Corelogic, Inc.$861MCAParticipants 6,010
- NYParticipants 3,196
- MNParticipants 2,153
- On Lok Inc.$138MCAParticipants 1,511
- MNParticipants 2,216
- PAParticipants 3,444
- The Goodman Group, Inc.$85.3MMNParticipants 4,328
- Biomed Realty, L.P.$66.3MCAParticipants 408
- GAParticipants 279
- Metrostar Systems, LLC$42.6MVAParticipants 679
- CAParticipants 923
- Mandelbaum Barrett, PC$41.4MNJParticipants 232
- Daniel G. Schuster, LLC$40.1MMDParticipants 1,390
- Integrichain, Inc.$36.7MPAParticipants 502
- TXParticipants 179
- Le Sueur Incorporated$32.4MMNParticipants 407
- PMC, LLC$31.6MFLParticipants 887
- Softrams, LLC$29.5MVAParticipants 581
- Spanx, LLC$29.2MGAParticipants 394
- Astrix Technology, LLC$28.0MNJParticipants 660
- MDParticipants 200
- Feddata Holdings LLC$27.7MMDParticipants 187
- Canus Corporation$23.7MCAParticipants 413
- Super Care, LLC$19.6MCAParticipants 561
- Intek Plastics LLC$19.6MMNParticipants 179
Top client states
- CA14 plans
- VA7 plans
- FL6 plans
- MD6 plans
- MN6 plans
Frequently asked questions
- Who uses 401(k) Advisors Inc?
- 75 retirement plans list 401(k) Advisors Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Corelogic, Inc., Marubeni-Itochu Steel America, National Marrow Donor Program and On Lok Inc.. Most client plans are sponsored in CA, VA and FL.
- How many plans does 401(k) Advisors Inc serve?
- 401(k) Advisors Inc serves 75 retirement plans with $3.0B in plan assets and 48,698 participants, based on the latest Form 5500 filings through 2024.
- What does 401(k) Advisors Inc charge?
- Plans reported $2.2M in total Schedule C compensation paid to 401(k) Advisors Inc. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full 401(k) Advisors Inc analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name 401(k) Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 17 |
| BlackRock | 16 |
| Vanguard | 15 |
| Prudential (PGIM) | 7 |
| Capital Group | 6 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.