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Company profile

401GO

401GO is a fintech retirement-benefits platform that automates 401(k) plan setup, recordkeeping, administration, compliance, payroll integration, investments, and participant support.

75 W Towne Ridge Parkway, Suite 510, Sandy, Utah 84070, United StatesFounded 201951-200 employeesSeries B
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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.

Leadership

founders · executives

Recent moves

funding · M&A · launches

401GO — frequently asked questions

What does 401GO do?

401GO is a fintech retirement-benefits platform that automates 401(k) plan setup, recordkeeping, administration, compliance, payroll integration, investments, and participant support.

Where is 401GO headquartered?

401GO is headquartered in 75 W Towne Ridge Parkway, Suite 510, Sandy, Utah 84070, United States.

When was 401GO founded?

401GO was founded in 2019.

Who founded 401GO?

401GO was founded by Dan Beck, Nate Beck, Jared Porter.

How many employees does 401GO have?

401GO has 51-200 employees.

How much funding has 401GO raised?

401GO has raised $45M+ (Series B) to date, per DHRMap records.

What kind of HR technology is 401GO?

401GO is categorized under 401K on DHRMap.

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About this listing. DHRMap is an independent directory: profiles are compiled from public sources and the company's own website at the time of listing. Companies, products, ownership and pricing change quickly, so we cannot guarantee that this profile is complete, accurate or current — please confirm details with 401GO before relying on them. A listing is not an endorsement.

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