401GO
401GO is a retirement benefits platform that automates 401(k) setup and administration for small businesses. The company has raised $47M and employs 127 people.
The growth story
401GO grew from 11 to 127 employees between 2021 and 2026, raising $47M along the way, most recently a Series B in December 2025.
About
401GO sells software that simplifies 401(k) plan management for small businesses, reducing administrative work and costs. It integrates with financial advisors, payroll providers, and benefits brokers to offer tailored retirement solutions.
The company has raised $47M in funding, most recently in a Series B round in December 2025. Its 127-person team includes a significant customer success and support function, reflecting a focus on client service.
Founders and leadership
401GO's largest function is customer success and support, with 14 employees dedicated to this area. The company is led by a team that has built a platform integrating with various financial service providers.
The 401GO org chart
Dan Beck (Co-Founder | CEO) leads 42 mapped leaders with 6 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Customer Success and Support 18 (0% YoY), Finance 14 (+27% YoY), Engineering 12 (+33% YoY), Business Development 11 (-15% YoY), Information Technology 10 (+233% YoY), Marketing 10 (+67% YoY).
Talent flow
401GO recruits heavily from local Utah institutions, with Utah Valley University and the University of Utah being the top sources of talent. The company also hires from competitors like Human Interest and National Benefit Services.
Most common previous employers of 401GO staff: Human Interest (7), National Benefit Services (5), Beck Tek (3), Paychex (3), Broadway Media (3), Brigham Young University (3). Former 401GO employees most often moved to Alerus (1), Nama Private Wealth (1), PowerGrant (1), Unity Group Real Estate (1), Experity (1), ADP (1).
Alumni worth knowing
The 401GO mafia
401GO alumni have founded three companies, including Nama Private Wealth and PowerGrant. These startups have collectively employed six people from 401GO's alumni network.
3Saad Zariff, was Strategic Partner Channel - Accountants until 2023Judd Bagley, was Vice President Marketing until 2025Samantha Jex, was Social Impact Intern until 2023Hiring now
Web traffic
Traffic mix: 78% direct, 12% search, 2% social, 0% paid.
What this company is made of
Most common skills at 401GO: Leadership (51), Customer Service (48), Management (42), Microsoft Excel (38), Microsoft Office (37), Sales (36), Customer Relationship Management (CRM) (29), Project Management (27).
Where the team actually sits
401GO people are concentrated in Utah, United States (30), Salt Lake City Metropolitan Area (9), United States (5), California, United States (4).
Search footprint
401GO attracts about 1,479 organic search visits a month, traffic worth roughly $66K a month if bought through ads. It gained 395 ranking keywords and lost 756 in the last period.
What employees say
- Compensation
- 4.10 / 5
- Career opportunities
- 4.80 / 5
- Senior management
- 4.90 / 5
- Work-life balance
- 4.80 / 5
Frequently asked
401GO has 127 employees as of September 2026.
401GO has raised $47M in total, most recently a Series B round in December 2025.
401GO was founded in 2017 by Dan Beck, Jared Porter, QKC®, QKA®, Nathan Beck.
Dan Beck (Co-Founder | CEO) sits at the top of 401GO's reporting structure, with 6 direct reports.
The most common previous employers of current 401GO staff are Human Interest (7 people), National Benefit Services (5 people), Beck Tek (3 people).
Former 401GO employees most often move to Alerus (1), Nama Private Wealth (1), PowerGrant (1).
At least 3 companies have a founder who previously worked at 401GO, including Nama Private Wealth, PowerGrant, Saturday Strides.
401GO attracts about 1,479 organic search visits a month, worth roughly $66K a month in equivalent ad spend.
The most common skills among 401GO staff are Leadership, Customer Service, Management, Microsoft Excel, Microsoft Office.
401GO staff are concentrated in Utah, United States (30), Salt Lake City Metropolitan Area (9), United States (5).
401GO has about 18 people in Customer Success and Support, up 0% over the past year, as of September 2026.
401GO has about 14 people in Finance, up 27% over the past year, as of September 2026.
Computed from 71 current and 27 former 401GO profiles, as of September 2026. Source: Crustdata.
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