AB401k Employee Directory

Financial ServicesArizona, United States51-200 Employees

AB401k is a financial services firm focused on retirement plan design, administration, recordkeeping, and actuarial services, aiming to reduce high and unnecessary fees in 401k plans. The company brings together specialists to serve small and mid-sized plans and offers objective investment options through 3(38) fiduciary managers to cater to a range of risk tolerances. It provides a transparent, no-hidden-fee experience across a broad spectrum of plan types, including 401ks, profit sharing, defined benefit, cash balance, and 403b plans, suitable for sponsors of varying sizes.

Headquartered in Scottsdale, Arizona, AB401k positions itself as a low-cost, high-value retirement plan solution, with all-in investment costs averaging about 0.65%. In September 2019, it was acquired by Creative Planning Advisor Services, LLC, reflecting a move that expanded its nationwide presence in the retirement plan market.

Find AB401k employees' phone numbers or email addresses

AB401k Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

AB401k's Leadership

  • Stylized image of a person
    C. B.
    Boss
    Phone icon
  • Stylized image of a person
    J. R.
    Phone icon

AB401k Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from AB401k

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Boss
    Phone icon
    United StatesNew Jersey
    Nov 18, 2025
  • Stylized image of a person
    J. R.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is AB401k known for?

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AB401k was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 17470 North Pacesetter Way Scottsdale, Arizona 85255 United States; you can contact the main corporate office by phone at . Explore AB401k's company overview page for more information.

What is AB401k's most common email format?

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AB401k employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AB401k email formats with LeadIQ.

How many employees does AB401k have currently?

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AB401k has approximately 56 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AB401k's key employees and leadership?

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As of June 2026, AB401k's key employees include:

  • Boss: C. B.
  • : J. R.

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