Company lists · Data refreshed November 2026
Top 25 Solo 401k specialists worldwide
RevenueBase identified 92 company matches for solo 401k specialists worldwide as of November 2026 and tracks 1,779 professional contacts across them, including 812 with verified work emails. The United States is the largest market and Carlsbad the largest hub.
This list covers company matches for solo 401k specialists worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for solo 401k specialists follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest solo 401k specialists worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 928 contacts → | ||||
Exact match “Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 309 contacts → | ||||
Exact match “PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 102 contacts → | ||||
Exact match “Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 88 contacts → | ||||
Exact match “Each day there are people turning 60.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Everything at IRA Club is designed to make investing in alternatives easier.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 22 contacts → | ||||
Exact match “Contact us at service@leadingretirement.com!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Broad Financial specializes in self-directed IRAs and Solo 401(k)s.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Acuff & Associates is noted for its relentless attention to detail.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “We help our clients take control of their retirement money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “We provide customized retirement plans and ongoing administrative services to small businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Are you tired of pathetic trust accounting software for your SDIRA and Solo 401(k) business?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Incisive Financial Group (IFG) is a firm that focuses on 401(k) design, strategy, and implementation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “As we’ve watched the industry grow and morph over the last forty years, our experience has allowed us to leverage-use to the maximum advantage-our knowledge and technologies to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “We help people take control of their financial future through self directed investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “At Pension Parameters, we are committed to developing efficient and affordable solutions to meet your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Let CMC Pension Professionals Make Your Retirement Plan Work for YOU!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “As an independent, pooled 401(k) plan provider Sallus Retirement is transforming the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Since 2002, Plan Administration & Consulting, LLC has been providing top-notch retirement plan services to all sizes of clients in a broad range of industries as a subsidiary of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Do you spend way too much time on your 401k plan?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Developed and implemented personalized 401k plans for businesses, leading to increased employee engagement and financial security.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “When you chose a 401(k)-plan administrator for your retirement plan, you want proficiency and experience that addresses your needs as a business owner, as well as the needs of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “solo 401k specialists”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 92 solo 401k specialists worldwide
See the full list, filter by size, metro and specialty, and access 812 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Solo 401k specialists worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for solo 401k specialists are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “solo 401k specialists” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 812 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Solo 401k specialists by location
1 lists · largest firstEvery Solo 401k specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “solo 401k specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many solo 401k specialists are there worldwide?
RevenueBase identified 92 company matches for solo 401k specialists worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Human Interest tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most solo 401k specialists?
The United States leads with 73 companies. Every solo 401k specialists list by country and city is linked on this page.
Which city has the most solo 401k specialists?
Carlsbad leads with 2 company records, followed by Chantilly (2) and Mobile (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 812 professional contacts with verified work emails tracked across these 92 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 92 solo 401k specialists worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 solo 401k specialists worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 92 matching company records for solo 401k specialists worldwide, with 1,779 tracked contacts and 812 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 solo 401k specialists worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Human Interesthumaninterest.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 928 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  PAI Retirement Servicesascensus.comHQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 309 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ubiquity Retirement Savingsmyubiquity.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Self Directedsdretirementplans.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 88 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  IRA Clubiraclub.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 23 contacts → |
“Everything at IRA Club is designed to make investing in alternatives easier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Leading Retirement Solutionsleadingretirement.comHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 22 contacts → |
“Contact us at service@leadingretirement.com!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Broad Financialbroadfinancial.comHQ: Montvale, NJ, United StatesReported employees: 11-50 | Montvale, NJ, United States | 11-50 | Exact match | 14 contacts → |
“Broad Financial specializes in self-directed IRAs and Solo 401(k)s.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Acuff & Associatesacuff.net HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 11 contacts → |
“Acuff & Associates is noted for its relentless attention to detail.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mysolo401k MY Solo 401k Financial LLCmysolo401k.netHQ: Carlsbad, CA, United StatesReported employees: 1-10 | Carlsbad, CA, United States | 1-10 | Exact match | 7 contacts → |
“We help our clients take control of their retirement money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Crest Retirementcrestretirement.comHQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 7 contacts → |
“We provide customized retirement plans and ongoing administrative services to small businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sense Financial Services LLCsensefinancial.comHQ: Anaheim Hills, CA, United StatesReported employees: 1-10 | Anaheim Hills, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sepira Ksepirak.comHQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 6 contacts → |
“Are you tired of pathetic trust accounting software for your SDIRA and Solo 401(k) business?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Incisive Financial Group IFGincisivefinancialgroup.comHQ: Fairfax, VA, United StatesReported employees: 1-10 | Fairfax, VA, United States | 1-10 | Exact match | 6 contacts → |
“Incisive Financial Group (IFG) is a firm that focuses on 401(k) design, strategy, and implementation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Leverage Retirement, INCgetleverage.ioHQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 5 contacts → |
“As we’ve watched the industry grow and morph over the last forty years, our experience has allowed us to leverage-use to the maximum advantage-our knowledge and technologies to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Nabers Groupnabers.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 5 contacts → |
“We help people take control of their financial future through self directed investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | R. Bruce Tanner & Associates, INCrbtanner.com HQ: Sugar Hill, GA, United StatesReported employees: 1-10 | Sugar Hill, GA, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Pension Parameters Financial Servicespensionfinancialservices.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 4 contacts → |
“At Pension Parameters, we are committed to developing efficient and affordable solutions to meet your financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | CMC Pension Professionalscmcpenpro.com HQ: Glendale, CA, United StatesReported employees: 11-50 | Glendale, CA, United States | 11-50 | Exact match | 4 contacts → |
“Let CMC Pension Professionals Make Your Retirement Plan Work for YOU!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Madison Financialmadisonfinancialsc.comHQ: Greenville, SC, United StatesReported employees: 1-10 | Greenville, SC, United States | 1-10 | Exact match | 4 contacts → |
“With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sallus Retirementsallus.comHQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 3 contacts → |
“As an independent, pooled 401(k) plan provider Sallus Retirement is transforming the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Plan Administration & Consulting, LLCplanadministration.netHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 3 contacts → |
“Since 2002, Plan Administration & Consulting, LLC has been providing top-notch retirement plan services to all sizes of clients in a broad range of industries as a subsidiary of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Truenorth Retiretruenorthretire.comHQ: Salt Lake City, ID, United StatesReported employees: 11-50 | Salt Lake City, ID, United States | 11-50 | Exact match | 3 contacts → |
“Do you spend way too much time on your 401k plan?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PGW Financial LLCpgwfinancial.comHQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 3 contacts → |
“Developed and implemented personalized 401k plans for businesses, leading to increased employee engagement and financial security.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Employee Fiduciary, LLCemployeefiduciary.comHQ: Mobile, AL, United StatesReported employees: 51-200 | Mobile, AL, United States | 51-200 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  EZTPAeztpa.comHQ: Rutherford, NJ, United StatesReported employees: 1-10 | Rutherford, NJ, United States | 1-10 | Exact match | 2 contacts → |
“When you chose a 401(k)-plan administrator for your retirement plan, you want proficiency and experience that addresses your needs as a business owner, as well as the needs of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 92 company matches
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Solo 401k specialists: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 92 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Solo 401k specialists by location
1 lists · largest firstEvery Solo 401k specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for solo 401k specialists?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many solo 401k specialists did RevenueBase find worldwide?
The saved snapshot records 92 matching company records, 1,779 tracked contacts and 812 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 solo 401k specialists worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/solo-401k-specialists.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 solo 401k specialists worldwide
RevenueBase records 92 matching company records for solo 401k specialists worldwide, with 1,779 tracked contacts and 812 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 solo 401k specialists worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Human Interesthumaninterest.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 928 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | PAI Retirement Servicesascensus.com HQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 309 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ubiquity Retirement Savingsmyubiquity.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 88 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IRA Clubiraclub.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 23 contacts → |
“Everything at IRA Club is designed to make investing in alternatives easier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Leading Retirement Solutionsleadingretirement.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 22 contacts → |
“Contact us at service@leadingretirement.com!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Broad Financialbroadfinancial.com HQ: Montvale, NJ, United StatesReported employees: 11-50 | Montvale, NJ, United States | 11-50 | Exact match | 14 contacts → |
“Broad Financial specializes in self-directed IRAs and Solo 401(k)s.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Acuff & Associatesacuff.net HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 11 contacts → |
“Acuff & Associates is noted for its relentless attention to detail.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mysolo401k MY Solo 401k Financial LLCmysolo401k.net HQ: Carlsbad, CA, United StatesReported employees: 1-10 | Carlsbad, CA, United States | 1-10 | Exact match | 7 contacts → |
“We help our clients take control of their retirement money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Crest Retirementcrestretirement.com HQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 7 contacts → |
“We provide customized retirement plans and ongoing administrative services to small businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sense Financial Services LLCsensefinancial.com HQ: Anaheim Hills, CA, United StatesReported employees: 1-10 | Anaheim Hills, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sepira Ksepirak.com HQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 6 contacts → |
“Are you tired of pathetic trust accounting software for your SDIRA and Solo 401(k) business?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Incisive Financial Group IFGincisivefinancialgroup.com HQ: Fairfax, VA, United StatesReported employees: 1-10 | Fairfax, VA, United States | 1-10 | Exact match | 6 contacts → |
“Incisive Financial Group (IFG) is a firm that focuses on 401(k) design, strategy, and implementation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Leverage Retirement, INCgetleverage.io HQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 5 contacts → |
“As we’ve watched the industry grow and morph over the last forty years, our experience has allowed us to leverage-use to the maximum advantage-our knowledge and technologies to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nabers Groupnabers.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 5 contacts → |
“We help people take control of their financial future through self directed investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | R. Bruce Tanner & Associates, INCrbtanner.com HQ: Sugar Hill, GA, United StatesReported employees: 1-10 | Sugar Hill, GA, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Pension Parameters Financial Servicespensionfinancialservices.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 4 contacts → |
“At Pension Parameters, we are committed to developing efficient and affordable solutions to meet your financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | CMC Pension Professionalscmcpenpro.com HQ: Glendale, CA, United StatesReported employees: 11-50 | Glendale, CA, United States | 11-50 | Exact match | 4 contacts → |
“Let CMC Pension Professionals Make Your Retirement Plan Work for YOU!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Madison Financialmadisonfinancialsc.com HQ: Greenville, SC, United StatesReported employees: 1-10 | Greenville, SC, United States | 1-10 | Exact match | 4 contacts → |
“With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sallus Retirementsallus.com HQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 3 contacts → |
“As an independent, pooled 401(k) plan provider Sallus Retirement is transforming the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Plan Administration & Consulting, LLCplanadministration.net HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 3 contacts → |
“Since 2002, Plan Administration & Consulting, LLC has been providing top-notch retirement plan services to all sizes of clients in a broad range of industries as a subsidiary of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Truenorth Retiretruenorthretire.com HQ: Salt Lake City, ID, United StatesReported employees: 11-50 | Salt Lake City, ID, United States | 11-50 | Exact match | 3 contacts → |
“Do you spend way too much time on your 401k plan?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PGW Financial LLCpgwfinancial.com HQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 3 contacts → |
“Developed and implemented personalized 401k plans for businesses, leading to increased employee engagement and financial security.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Employee Fiduciary, LLCemployeefiduciary.com HQ: Mobile, AL, United StatesReported employees: 51-200 | Mobile, AL, United States | 51-200 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | EZTPAeztpa.com HQ: Rutherford, NJ, United StatesReported employees: 1-10 | Rutherford, NJ, United States | 1-10 | Exact match | 2 contacts → |
“When you chose a 401(k)-plan administrator for your retirement plan, you want proficiency and experience that addresses your needs as a business owner, as well as the needs of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 92 company matches
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Solo 401k specialists: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 92 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Solo 401k specialists by location
1 lists · largest firstEvery Solo 401k specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for solo 401k specialists?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many solo 401k specialists did RevenueBase find worldwide?
The saved snapshot records 92 matching company records, 1,779 tracked contacts and 812 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 solo 401k specialists worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/solo-401k-specialists.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗