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- Custodian
- Capital Group · Charles Schwab & Company · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- TimberVertex insight +more
- Established Date
- 06-25-2010
- Office Locations
- 2
Office Locations
About 401k Generation
401(k) Generation is a Florida-based firm focused on enhancing employer 401(k) plans. It supports day-to-day plan administration (reporting, disclosures/notices, and operational oversight), provides advisory guidance and participant education with enrollment solutions, and acts as a 3(38) investment manager with full discretionary authority. The team also offers wealth management for business owners, families, and pre-retirees.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD ROJAS
Chief Executive Officer, Owner
- CRD
- #6193740
- Ownership
- 50% but less than 75%
KELLI DIANE ROJAS
Owner, President
- CRD
- #4746719
- Ownership
- 50% but less than 75%
Glacier catalyst
Vital horizon capital
- CRD
- #32638
- Ownership
- 14.4%
Showing 2 of 4 owners & executives
Unlock allContacts
GYASI MARSHALL
--
- CRD
- #6464787
Dyllan Brent Mastrodicasa
--
- CRD
- #7602154
Element oak
Timber peak matrix
- CRD
- #56697
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,275,992 | $557,359 |
| Non-Discretionary | $71,170,298 | $8,896,287 |
| Total | $156,446,290 | $971,716 |
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Separately Managed Accounts
Total SMA Asset: $156,446,290
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,660,655,246 | 20.5% |
| Equity - Exchange | $1,822,670,392 | 22.5% |
| Cash | $3,232,202,161 | 39.9% |
| U.S. Government/Agency | $1,385,229,497 | 17.1% |
| Total | $8,100,757,296 | 100.0% |