Human Interest provides plans for the retirement savings industry, catering to small and medium-sized businesses. The company offers retirement savings plans without transaction fees, allowing businesses to help their employees invest for retirement. Human Interest provides technology solutions to manage the administrative and compliance aspects of retirement plans for its clients. Human Interest was formerly known as Captain401. It was founded in 2015 and is based in San Francisco, California.

Betterment operates as a digital investment advisor that focuses on automated investing and savings services within the financial technology sector. The company offers a range of products, including automated portfolio management and tax-advantaged retirement accounts that aid personal finance management for individuals. Betterment provides diversified investment portfolios, tax loss harvesting, and financial planning tools to help clients achieve their financial goals. It was founded in 2008 and is based in New York, New York.

ASC Trust specializes in retirement plan management within the financial services industry. The company offers a range of services including individual retirement accounts (IRAs), 401(k) administration, health savings accounts, wealth management, and college savings plans. ASC Trust primarily serves the financial sector, with a focus on retirement planning and related services. It was founded in 1990 and is based in Hagatna, Guam.

ForUsAll offers a platform that enables employers to provide a modern 401(k) plan. The company offers 401(k) plans for startups and small businesses, with features such as payroll integration, the ability to add cryptocurrency to the plan, and automated administration. It caters to the startup sector, small to medium-sized businesses, and blockchain and web3 companies. The company was founded in 2012 and is based in San Francisco, California.

Icon Savings Plan specializes in providing retirement savings solutions and focuses on the financial services industry. Icon Savings Plan primarily serves businesses of various sizes, offering them retirement plan design, automated system integration with payroll providers, and comprehensive support services. It was founded in 2018 and is based in Portland, Oregon.

Sallus Retirement is a pooled 401(k) plan provider offering digital retirement solutions for small businesses. The company provides 401(k) plans that incorporate auto features to assist in the retirement planning process. Sallus Retirement serves small businesses seeking managed retirement plans. Sallus Retirement was formerly known as Magis Ventures V. It was founded in 2020 and is based in Berwyn, Pennsylvania.