← Tributary

401K GENERATION

ALTAMONTE SPRINGS,, FL · CRD 154279 · IAPD ↗ · 401kdocs.com · (866) 998-5879

$156.4MRegulatory AUM
6Advisory reps
35Employees
0Clients
0Planning clients
0Private funds
48States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — 401K GENERATION notice-filed in AK, AR, ND, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2025 — 401K GENERATION changed its website from 401kgeneration.com to 401kdocs.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
February 2025 — 401K GENERATION notice-filed in DC, HI, IA, KS, ME, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.