About SDBA Unlock
We read 401(k) filings, find the plans that include a brokerage window, and tell the employees in them — with the page from their own plan's audit.
What we do
Roughly one in four employer 401(k) plans includes a self-directed brokerage window. Almost no one who has one knows it's there, because employers can't give investment advice and recordkeepers don't promote it. We find the plans that have it in public Department of Labor filings and we tell the people in those plans. To our knowledge we are the only service dedicated to this benefit, and ours is the first public search tool built for it.
What we don't do
We don't give investment advice. We don't manage money. We don't hold money, and we never ask for your login. We don't sell anything to you.
How we're paid
You never pay us. If you ask for an introduction to a licensed advisor, we make it, and no one pays us for it. If that ever changes, this page will say so before it does.
Who we are
SDBA Unlock is based in Puerto Rico and owned by Aimee, who signs the emails. Every reply is read by a person.
SDBA Unlock is not affiliated with any employer, plan administrator, recordkeeper, Charles Schwab & Co., Inc., or Fidelity Investments. PCRA and BrokerageLink are trademarks of their respective owners.