MJM401k is now part of SageView Advisory Group. (as of June 2021) MJM401k was founded by Michael J. Malone, veteran of over 30 years of the qualified plan industry, as a response to the need for employers to have access to objective, non-conflicted advice for their plans. Our senior consulting group was made up of nationally recognized experts with at least 20 years of plan consulting and investment advisory experience. MJM401k’s corporate headquarters was located in Phoenix, Arizona, and a branch office was located in Culver City, California. MJM401k’s sole business was providing consulting services to its 401(k) plan clients. These clients represented all major industry sectors, with plans ranging in size from several hundred to over 10,000 participants. The services that we provided to our clients included ongoing investment advisory, fee benchmarking and provider negotiations, plan governance support and policy statements, RFP and provider searches, plan design, plan benchmarking, employee communications, vendor management, audit support, compliance assistance, and participant education strategy.
| Website | https://www.sageviewadvisory.com/ |
| Revenue | $57.1 million |
| Employees | 2 (0 on RocketReach) |
| Founded | 2005 |
| Address | 4647 North 32nd Street Suite 200, Phoenix, Arizona 85018, US |
| Phone | +1 602-224-5599 |
| Technologies |
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| Industry | Investment Management, Investment Banking, Finance |
| Web Rank | 20 Million |
| Keywords | Retirement Plan Advisor, Retirement Plan Services, Retirement Planning, 401k Services, Investment Management, Financial Planning, Fiduciary Investment Advice, 401k Rollover, Pension Consulting, Retirement Plan Administration, Employee Benefits Consulting, Employee Benefits |
| Competitors | J.P. Morgan, Fidelity Investments, Vanguard, Schwab Advisor Services, Mercer, BlackRock, Principal Financial Group, T. Rowe Price, Aon, WTW +40 more (view full list) |
| SIC | SIC Code 64 Companies, SIC Code 641 Companies |
| NAICS | NAICS Code 52429 Companies, NAICS Code 524298 Companies, NAICS Code 5242 Companies, NAICS Code 52 Companies, NAICS Code 524 Companies |
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The MJM401k annual revenue was $57.1 million in 2026.
MJM401k is based in Phoenix, Arizona.
The NAICS codes for MJM401k are [52429, 524298, 5242, 52, 524].
The SIC codes for MJM401k are [64, 641].