FORUSALL
SEC RegisteredForget everything you know about 401(k)s.
About the firm
ForUsAll provides affordable, customizable, and fully automated 401(k) plans for companies and their employees. The platform offers full-service 401(k) solutions including recordkeeping, payroll integration, automated administration, fiduciary protection, and financial advisors for employees. ForUsAll serves 550+ companies and 100,000+ employees with $1.55B in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service 401(k) platform including recordkeeping, payroll integration, automated administration, financial advisors for employees, fiduciary protection, and an Advisor+ service to modernize and automate existing 401(k) plans without changing providers.
Who they serve
Companies setting up a new 401(k) or replacing an old one, as well as companies looking to upgrade their current 401(k) while lowering costs, and their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 30,809 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 428 | $1.5B |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
31,237 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORUSALL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched