401KLogic LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
401klogic LLC is a retirement plan advisory firm that works with mid-market employers to support both qualified and non‑qualified plan benefits. Its services include fiduciary support, benchmarking and RFP management, preparation of investment policy statements, performance monitoring, participant education, plan search support, and assistance with investment committees.
The firm emphasizes IPS‑driven manager selection and regular benchmarking, using an internal RFP/service‑provider database, quarterly monitoring reports, and a mix of institutional mutual funds, ETFs and third‑party managers evaluated by quantitative and qualitative criteria. 401klogic does not take discretionary authority over plan accounts and relies on client‑designated custodians and service platforms for implementation and reporting.
Notably, the firm’s principals are licensed to sell insurance and may recommend commissionable insurance products, creating a potential conflict of interest that is disclosed in the brochure. 401klogic also offers pension consulting services for defined benefit plans and accepts hourly engagements, and it reported no assets under management as of the most recent filing, reflecting a consultant‑oriented practice rather than a traditional asset‑gathering manager.
Client services
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$200 per hour
Main office location
401KLogic LLC
889 South Lorraine Road, Suite 210
Wheaton IL 60189, United States
Number of offices
1
Most active in
401KLogic LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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