401KPLANS.COM Trademark

Trademark Overview

On Wednesday, August 2, 2017, a trademark application was filed for 401KPLANS.COM with the United States Patent and Trademark Office. The USPTO has given the 401KPLANS.COM trademark a serial number of 87553549. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, August 27, 2025. This trademark is owned by 401KPLANS.COM, LLC. The 401KPLANS.COM trademark is filed in the Insurance & Financial Services category with the following description:

Financial retirement plan consulting services, namely, analysis of requirements and providing recommendations regarding retirement plan selection and due diligence; providing computer-generated output financial data and financial information for informing financial advisors and clients in the context of retirement plan selection and due diligence
401kplans.com

General Information

Serial Number87553549
Word Mark401KPLANS.COM
Filing DateWednesday, August 2, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, August 27, 2025
Registration Number5746290
Registration DateTuesday, May 7, 2019
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 14, 2018

Trademark Statements

Description of MarkThe mark consists of the wording "401KPLANS" above ".COM" to the right of a square design and a half square behind the square design.
Pseudo MarkFOUR 0 ONE K PLANS
Goods and ServicesFinancial retirement plan consulting services, namely, analysis of requirements and providing recommendations regarding retirement plan selection and due diligence; providing computer-generated output financial data and financial information for informing financial advisors and clients in the context of retirement plan selection and due diligence
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"401K PLANS .COM"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 8, 2017
Primary Code036
First Use Anywhere DateTuesday, September 4, 2018
First Use In Commerce DateTuesday, September 4, 2018

Trademark Owner History

Party NameENVESTNET RETIREMENT SOLUTIONS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBERWYN, PA 19312
Party Name401KPLANS.COM, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHingham, MA 02043
Party Name401KPLANS.COM, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHingham, MA 02043
Party Name401KPLANS.COM, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHingham, MA 02043

Trademark Events

Event DateEvent Description
Thursday, November 2, 2017ASSIGNED TO EXAMINER
Saturday, August 5, 2017NEW APPLICATION ENTERED
Tuesday, August 8, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 9, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, November 8, 2017NON-FINAL ACTION WRITTEN
Wednesday, November 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 8, 2017NON-FINAL ACTION E-MAILED
Tuesday, May 8, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 8, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 16, 2018EXAMINERS AMENDMENT -WRITTEN
Wednesday, May 16, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 16, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, May 16, 2018EXAMINER'S AMENDMENT ENTERED
Thursday, May 17, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 19, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 2, 2018ASSIGNED TO LIE
Friday, July 6, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, June 5, 2018WITHDRAWN FROM PUB - OG REVIEW QUERY
Monday, June 11, 2018PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, July 25, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 14, 2018PUBLISHED FOR OPPOSITION
Tuesday, August 14, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, March 11, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, April 4, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 9, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, March 11, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 11, 2019USE AMENDMENT FILED
Tuesday, March 26, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, March 26, 2019STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 7, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, October 26, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, April 21, 2025TEAS SECTION 8 & 15 RECEIVED
Wednesday, August 27, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 27, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, August 27, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, April 5, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 7, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, December 4, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

kplans financial plan retirement selection providing diligence data output informing context