401GO

About

401GO is a US retirement-benefits technology provider founded in 2019 by Dan Beck, Nate Beck, and Jared Porter. The company built a vertically integrated 401(k) platform that combines plan setup, recordkeeping, administration, compliance, fiduciary support, payroll integrations, investment management, participant education, and human service. Its technology began with the needs of small employers but now supports small, medium, and larger organizations, financial advisors, payroll providers, benefits brokers, and embedded partners. The company reported more than 5,000 customers, 50,000 participants, and over $1 billion in assets when it announced a $33 million Series B in December 2025, following a $12 million Series A. Its current official company page lists 51–200 employees and headquarters at 75 W Towne Ridge Parkway in Sandy, Utah. The imported 1–10 employee band, older address, and numeric funding-stage placeholder have been replaced.

Products

Automated 401(k) plan setup and administration; vertically integrated recordkeeping; payroll integrations; compliance testing and filings; fiduciary and investment support; employee enrollment and education; participant mobile experience; traditional and Roth 401(k); IRA platform; advisor, payroll, benefits-broker, franchise, and embedded partner solutions; financial-wellness roadmap.

Customers

Small, medium, and larger US employers; financial advisors; payroll providers; benefits brokers; franchises; embedded partners; more than 5,000 customers and 50,000 participants reported with the 2025 Series B.