MKTHINK 401(K) SAFE HARBOR PLAN & TRUST

Plan Contact

  • Address: 1500 SANSOME STREET, ROUNDHOUSE ONE,SAN FRANCISCO,CA
  • Contact person: NATAN GOORE
  • Phone: (415) 402-0888

Plan General Information

MKTHINK 401(K) SAFE HARBOR PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MKTHINK 401(K) SAFE HARBOR PLAN & TRUST is 24

Enrollment Features

MKTHINK 401(K) SAFE HARBOR PLAN & TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

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Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

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Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …