Call David Roy today. Founded in 1996, 401kExchange is the leading source of business development, market intelligence, and due diligence services for the 401(k) and retirement industry serving the small and mid-sized corporate market. We connect plan sponsors, retirement advisors, broker dealers, and service providers with each other -- and with the knowledge and support they need to succeed in a competitive, constantly changing 401(k) landscape. For more information please contact: David M. Roy Regional Director / National Sales Toll Free: 877-777-4015 x3367 Direct : 561-228-5448 Direct Fax: 561-439-2488 Fax droy@401kexchange.com www.401kexchange.com
| Website | https://www.benchmarkmyplan.com/trusted-partners/ |
| Revenue | $20.2 million |
| Employees | 15 (6 on RocketReach) |
| Founded | 2015 |
| Address | 2230 Jog Rd, West Palm Beach, Florida 33415, US |
| Phone | +1 561-439-5252 |
| Technologies |
HTML
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ASP.NET
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GoDaddy DNS
+5 more
(view full list)
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| Industry | Financial Services, Information Collection & Delivery, B2B, Media & Internet |
| Keywords | 401k Advisor, Retirement Plan, 401k Services, Financial Advisor, Retirement Services, Pension Services, Investment Consulting, Retirement Planning, 401k Consulting, Wealth Management, Financial Planning, Employee Benefits, Retirement Solutions, 401k Administration, Pension Consulting, Retirement Accounts, Investment Management, Financial Services |
| SIC | SIC Code 7375 Companies, SIC Code 73 Companies, SIC Code 737 Companies |
| NAICS | NAICS Code 517 Companies, NAICS Code 51711 Companies, NAICS Code 51 Companies, NAICS Code 5171 Companies, NAICS Code 517110 Companies |
Looking for a particular 401K Exchange employee's phone or email?
The 401K Exchange annual revenue was $20.2 million in 2026.
6 people are employed at 401K Exchange.
401K Exchange is based in West Palm Beach, Florida.
The NAICS codes for 401K Exchange are [517, 51711, 51, 5171, 517110].
The SIC codes for 401K Exchange are [7375, 73, 737].