Sharebuilder 401k - Investment Advisers

About Sharebuilder 401k

Sharebuilder 401k is the brand of Sharebuilder Advisors, LLC, an investment adviser headquartered in Seattle, Washington, with 35 employees. The firm is listed among investment advisers in Washington. It offers 401(k) plans for businesses of different sizes, from solo plans to plans for mid-size employers, including Safe Harbor plan designs. The firm says it has been in business since 2005 and has served more than 6,500 businesses and their employees. Its service model combines online tools with a dedicated 401(k) advisor and Customer Success Managers, and it draws on its own investment expertise. The company says its plan expenses compare favorably with industry averages, based on a benchmarking report it commissioned. Its registry details are also included in the directory of US investment advisers.

Key Facts

Employees

35

SEC File Number

801-115195