401kDIRECTPRO Inc. Employee Directory

IT Services and IT ConsultingAZ - ARIZONA, United States11-50 Employees

401kPRO is a RecordKeeper and provides the technology platforms (RecordKeeping, Custody, Trust System, etc.) and our domain expertise to the Retirement Plan Industry Professionals  (Plan Sponsors, Investment Professionals, TPAs, Payroll Firms, CPAs, Broker Reps,  Plan Consultants, etc.)  to help them with their clients'  DC Plans (401k, 457, 403b, and Profit Sharing). 

Visit our website:  http://www.linkedin.com/company/401kdirectpro


FEES:

401k, 403b, 457 Plans: (Quarterly Minimum Fee is approximately $625/Quarter).

Setup Fees:
$500 + $5/Participant Setup

Annual Fees:
RecordKeeping Annual:   25BPS with $2500  Annual Minimum for Plans with Assets under $10-Million.
RecordKeeping Per Participant Annual:   $20 Per Participant Annual

Charles Schwab Custody & Trading Annual:  Based on Custodian Fees (ranges from 4bps to 10bps based on Assets and ETF Trading Fees) with an Annual Base of $500.

Distribution Fees:   $100 Per Distribution paid by the Participant
Loan Setup Fees:   $100 Per Loan paid by the Participant
Loan Annual  RecordKeeping: $50 Per Loan paid by the Participant

TPA Fees Annual: Based on your Local TPA

Any/All available Fund Credits (12b1, Sub-TA, SSF) credited back to Plan to offset and reduce Plan Expenses.

Plan Website:  https://drp.retirement.schwabrt.com/
***24x7 HelpDesk (support@401kdirectpro.com).***
Visit our website:  http://www.linkedin.com/company/401kdirectpro

Find 401kDIRECTPRO Inc. employees' phone numbers or email addresses

401kDIRECTPRO Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Asia
1

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  • India
    1

401kDIRECTPRO Inc.'s Leadership

  • Stylized image of a person
    R. P.
    Owner
    Phone icon
  • Stylized image of a person
    G. N.
    Retirement Analysts
    Phone icon

Contact profiles from 401kDIRECTPRO Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. P.
    Owner
    Phone icon
    United StatesArizona
    Aug 12, 2025
  • Stylized image of a person
    G. N.
    Retirement Analysts
    Phone icon
    India
    Oct 21, 2025

Frequently Asked Questions

What is 401kDIRECTPRO Inc. known for?

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401kDIRECTPRO Inc. was founded in 2004 operates in the IT Services and IT Consulting industry. The company's main headquarters is located in Mesa, AZ - ARIZONA 85201 US. Explore 401kDIRECTPRO Inc.'s company overview page for more information.

What is 401kDIRECTPRO Inc.'s most common email format?

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401kDIRECTPRO Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 401kDIRECTPRO Inc. email formats with LeadIQ.

How many employees does 401kDIRECTPRO Inc. have currently?

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401kDIRECTPRO Inc. has approximately 11 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are 401kDIRECTPRO Inc.'s key employees and leadership?

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As of October 2025, 401kDIRECTPRO Inc.'s key employees include:

  • Owner: R. P.
  • Retirement Analysts: G. N.

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