---
title: 401(k) Plan Analysis | Oakbourne Advisors
description: Request an analysis of your existing 401(k) plan from Oakbourne Advisors, an independent retirement plan consulting firm providing customized solutions for business owners and plan sponsors. Complete our 10-question 401(k) analysis to get started.
image: https://www.oakbourne.com/hubfs/OakbourneAdvisors_OG-Image-v1.webp
---
[](https://oakbourne.com)
[](https://oakbourne.com)
[Contact Us](https://www.oakbourne.com/contact)
[401(K) Plan Benchmarker](https://www.oakbourne.com/checkmyplan)
- [About](https://www.oakbourne.com/about-us)
- Services
Services
- [Retirement Plan Consulting](https://www.oakbourne.com/retirement-consulting)
- [Private Wealth](https://www.oakbourne.com/private-wealth-management)
- Client Access
[Client Access](https://www.oakbourne.com/client-access)
- [TD Ameritrade](https://www.advisorclient.com/login)
- [SEI](https://www.accessmyportfolio.com/)
- [Private Client Portal](https://login.bdreporting.com/Auth/NSAM/SignIn)
- [Financial Plan](https://www.rightcapital.com/login?cobrand=t624d4kUxMP0KbIPgfuNXg&type=client)
- [Blog](https://www.oakbourne.com/401kbulletin)
# Shine a light on your 401(k) Plan!
#### Quickly identify high fees & underperforming funds by requesting an analysis of your Plan's current investment menu. Fill out the form below and one of our experts will get started today.
### 401(k) Investment Analysis Request
[](https://oakbourne.com)
Oakbourne Advisors is an independent investment consulting firm providing customized solutions for families, business owners and 401(k) plan sponsors.
Berkeley Heights
908-850-9991
Oakbourne Advisors
200 Connell Drive
Suite 1000
Berkeley Heights, NJ 07922
West Chester
610-798-6641
Oakbourne Advisors
121 North Walnut Street
Suite 320
West Chester, PA 19380
Follow us
Copyright © 2026 Oakbourne Advisors
- [Privacy policy](https://www.oakbourne.com/privacy-policy)
- [Designation Disclosures](https://www.oakbourne.com/designation-disclosures)
- [Form CRS](https://www.oakbourne.com/hubfs/Form%20ADV%20Part%203%20%E2%80%93%20Client%20Relationship%20Summary-1.pdf)
- [Form ADV](https://www.oakbourne.com/hubfs/20230323%20ADV%20Part%202A%20-%20Oakbourne%20Advisors.pdf)
```json
{
"@context" : "http://schema.org",
"@type" : "Organization",
"address" : {
"@type" : "PostalAddress",
"addressCountry" : "",
"addressLocality" : "Berkeley Heights, NJ",
"addressRegion" : "NJ",
"postalCode" : "07922",
"streetAddress" : "200 Connell Drive Suite 1000"
},
"alternateName" : "Oakbourne",
"areaServed" : {
"@type" : "GeoCircle",
"geoMidpoint" : {
"@type" : "GeoCoordinates",
"latitude" : "40.905151",
"longitude" : "-74.822510"
},
"geoRadius" : "150 km"
},
"description" : "Oakbourne Advisors provides businesses like yours comprehensive retirement planning that meets your objectives, supports employee engagement, and eases related administrative obligations.",
"email" : "investors@oakbourne.com",
"image" : "https://f.hubspotusercontent30.net/hubfs/20929034/OakbourneAdvisors_OG-Image-v1.png",
"logo" : "https://f.hubspotusercontent30.net/hubfs/20929034/logos/OakbourneAdvisors_Logo-v1.svg",
"mainEntityOfPage" : {
"@id" : "https://www.oakbourne.com/checkmyplan",
"@type" : "WebPage",
"description" : "Request an analysis of your existing 401(k) plan from Oakbourne Advisors, an independent retirement plan consulting firm providing customized solutions for business owners and plan sponsors. Complete our 10-question 401(k) analysis to get started."
},
"naics" : "523930",
"name" : "Oakbourne Advisors",
"sameAs" : [ "https://www.linkedin.com/company/oakbourne-advisors" ],
"telephone" : "",
"url" : "https://www.oakbourne.com/"
}
```