401GO
401GO API

The 401GO partner REST API. 72 operations across 50 paths covering affiliate firms and advisors, companies and 401(k) plan setup, plan provisions and employer match formulas, participant census, payroll submission, deferrals, investments and portfolios, beneficiaries, disbursements, loan requests, rollovers, money-movement history, retirement-planning estimates, notifications and participant documents. OAuth 2.0 bearer or Knox token auth, page/page_size pagination, and header-based per-endpoint date versioning via the api-version header.
Documentation GitHub OpenAPI
OpenAPI Specification

{
    "openapi": "3.0.3",
    "info": {
        "title": "401GO APIs",
        "version": "1.0.0"
    },
    "paths": {
        "/affiliate-firms/": {
            "get": {
                "operationId": "affiliate_firms_list",
                "description": "Returns all affiliate firms the authenticated user has permission to access.",
                "parameters": [
                    {
                        "name": "page",
                        "required": false,
                        "in": "query",
                        "description": "A page number within the paginated result set.",
                        "schema": {
                            "type": "integer"
                        }
                    },
                    {
                        "name": "page_size",
                        "required": false,
                        "in": "query",
                        "description": "Number of results to return per page.",
                        "schema": {
                            "type": "integer"
                        }
                    }
                ],
                "tags": [
                    "Affiliates & Firms"
                ],
                "security": [
                    {
                        "oauth2": []
                    }
                ],
                "responses": {
                    "200": {
                        "content": {
                            "application/json": {
                                "schema": {
                                    "type": "object",
                                    "required": [
                                        "count",
                                        "results"
                                    ],
                                    "properties": {
                                        "count": {
                                            "type": "integer",
                                            "example": 123
                                        },
                                        "next": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=4"
                                        },
                                        "previous": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=2"
                                        },
                                        "results": {
                                            "type": "array",
                                            "items": {
                                                "type": "object",
                                                "properties": {
                                                    "object_id": {
                                                        "type": "string",
                                                        "readOnly": true
                                                    },
                                                    "crd": {
                                                        "type": "string",
                                                        "readOnly": true
                                                    },
                                                    "address": {
                                                        "type": "object",
                                                        "description": "A participant's Address",
                                                        "properties": {
                                                            "address_line_1": {
                                                                "type": "string",
                                                                "maxLength": 100
                                                            },
                                                            "address_line_2": {
                                                                "type": "string",
                                                                "maxLength": 100
                                                            },
                                                            "city": {
                                                                "type": "string",
                                                                "maxLength": 80
                                                            },
                                                            "state": {
                                                                "type": "string",
                                                                "maxLength": 80
                                                            },
                                                            "postal_code": {
                                                                "type": "string",
                                                                "maxLength": 20
                                                            },
                                                            "country": {
                                                                "type": "string",
                                                                "default": "US",
                                                                "maxLength": 80
                                                            }
                                                        },
                                                        "required": [
                                                            "address_line_1",
                                                            "city",
                                                            "postal_code",
                                                            "state"
                                                        ]
                                                    },
                                                    "name": {
                                                        "type": "string",
                                                        "maxLength": 100
                                                    },
                                                    "contact_name": {
                                                        "type": "string",
                                                        "maxLength": 75
                                                    },
                                                    "contact_email": {
                                                        "type": "string",
                                                        "format": "email",
                                                        "maxLength": 254
                                                    },
                                                    "is_338_firm": {
                                                        "type": "boolean",
                                                        "readOnly": true
                                                    }
                                                },
                                                "required": [
                                                    "address",
                                                    "crd",
                                                    "is_338_firm",
                                                    "name",
                                                    "object_id"
                                                ]
                                            }
                                        }
                                    }
                                }
                            }
                        },
                        "description": ""
                    },
                    "401": {
                        "description": "Unauthorized: Missing or invalid authentication"
                    },
                    "403": {
                        "description": "Forbidden: Insufficient permissions or scopes"
                    }
                }
            }
        },
        "/affiliate-firms/{affiliate_firm_id}/affiliates/": {
            "get": {
                "operationId": "affiliate_firms_affiliates_list",
                "description": "Returns the list of affiliates belonging to the given affiliate firm.",
                "parameters": [
                    {
                        "in": "path",
                        "name": "affiliate_firm_id",
                        "schema": {
                            "type": "string"
                        },
                        "required": true
                    },
                    {
                        "name": "page",
                        "required": false,
                        "in": "query",
                        "description": "A page number within the paginated result set.",
                        "schema": {
                            "type": "integer"
                        }
                    },
                    {
                        "name": "page_size",
                        "required": false,
                        "in": "query",
                        "description": "Number of results to return per page.",
                        "schema": {
                            "type": "integer"
                        }
                    }
                ],
                "tags": [
                    "Affiliates & Firms"
                ],
                "security": [
                    {
                        "oauth2": []
                    }
                ],
                "responses": {
                    "200": {
                        "content": {
                            "application/json": {
                                "schema": {
                                    "type": "object",
                                    "required": [
                                        "count",
                                        "results"
                                    ],
                                    "properties": {
                                        "count": {
                                            "type": "integer",
                                            "example": 123
                                        },
                                        "next": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=4"
                                        },
                                        "previous": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=2"
                                        },
                                        "results": {
                                            "type": "array",
                                            "items": {
                                                "type": "object",
                                                "properties": {
                                                    "object_id": {
                                                        "type": "string",
                                                        "readOnly": true
                                                    },
                                                    "crd": {
                                                        "type": "string"
                                                    },
                                                    "address": {
                                                        "type": "object",
                                                        "description": "A participant's Address",
                                                        "properties": {
                                                            "address_line_1": {
                                                                "type": "string",
                                                                "maxLength": 100
                                                            },
                                                            "address_line_2": {
                                                                "type": "string",
                                                                "maxLength": 100
                                                            },
                                                            "city": {
                                                                "type": "string",
                                                                "maxLength": 80
                                                            },
                                                            "state": {
                                                                "type": "string",
                                                                "maxLength": 80
                                                            },
                                                            "postal_code": {
                                                                "type": "string",
                                                                "maxLength": 20
                                                            },
                                                            "country": {
                                                                "type": "string",
                                                                "default": "US",
                                                                "maxLength": 80
                                                            }
                                                        },
                                                        "required": [
                                                            "address_line_1",
                                                            "city",
                                                            "postal_code",
                                                            "state"
                                                        ]
                                                    },
                                                    "name": {
                                                        "type": "string",
                                                        "maxLength": 100
                                                    }
                                                },
                                                "required": [
                                                    "address",
                                                    "crd",
                                                    "name",
                                                    "object_id"
                                                ]
                                            }
                                        }
                                    }
                                }
                            }
                        },
                        "description": ""
                    },
                    "401": {
                        "description": "Unauthorized: Missing or invalid authentication"
                    },
                    "403": {
                        "description": "Forbidden: Insufficient permissions or scopes"
                    }
                }
            }
        },
        "/affiliate-firms/{affiliate_firm_id}/fund-lineups/": {
            "get": {
                "operationId": "affiliate_firms_fund_lineups_list",
                "description": "Returns fund lineups for the given affiliate firm. Only available for 338 firms.",
                "parameters": [
                    {
                        "in": "path",
                        "name": "affiliate_firm_id",
                        "schema": {
                            "type": "string"
                        },
                        "required": true
                    },
                    {
                        "name": "page",
                        "required": false,
                        "in": "query",
                        "description": "A page number within the paginated result set.",
                        "schema": {
                            "type": "integer"
                        }
                    },
                    {
                        "name": "page_size",
                        "required": false,
                        "in": "query",
                        "description": "Number of results to return per page.",
                        "schema": {
                            "type": "integer"
                        }
                    }
                ],
                "tags": [
                    "Affiliates & Firms"
                ],
                "security": [
                    {
                        "oauth2": []
                    }
                ],
                "responses": {
                    "200": {
                        "content": {
                            "application/json": {
                                "schema": {
                                    "type": "object",
                                    "required": [
                                        "count",
                                        "results"
                                    ],
                                    "properties": {
                                        "count": {
                                            "type": "integer",
                                            "example": 123
                                        },
                                        "next": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=4"
                                        },
                                        "previous": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=2"
                                        },
                                        "results": {
                                            "type": "array",
                                            "items": {
                                                "type": "object",
                                                "properties": {
                                                    "object_id": {
                                                        "type": "string",
                                                        "readOnly": true
                                                    },
                                                    "name": {
                                                        "type": "string",
                                                        "nullable": true,
                                                        "maxLength": 100
                                                    },
                                                    "description": {
                                                        "type": "string",
                                                        "description": "This short 250 char description will be shown on the 'Select Fund Lineup' page of the company questions section of plan setup. If there are fees for this lineup, they should be listed here.",
                                                        "maxLength": 250
                                                    },
                                                    "custodian": {
                                                        "type": "string",
                                                        "enum": [
                                                            "Matrix",
                                                            "Drive Wealth",
                                                            "Apex",
                                                            "Matrix And Drive Wealth",
                                                            "Matrix And Apex",
                                                            "Drive Wealth And Apex",
                                                            "Matrix And Drive Wealth And Apex"
                                                        ]
                                                    },
                                                    "investments": {
                                                        "type": "array",
                                                        "items": {
                                                            "type": "object",
                                                            "description": "Serializer for investment funds available in 401(k) plans.",
                                                            "properties": {
                                                                "object_id": {
                                                                    "type": "string",
                                                                    "readOnly": true,
                                                                    "description": "Unique identifier for the investment."
                                                                },
                                                                "name": {
                                                                    "type": "string",
                                                                    "maxLength": 250
                                                                },
                                                                "ticker": {
                                                                    "type": "string",
                                                                    "nullable": true,
                                                                    "maxLength": 20
                                                                },
                                                                "description": {
                                                                    "type": "string"
                                                                },
                                                                "asset_class": {
                                                                    "type": "string",
                                                                    "description": "The asset class category of the investment."
                                                                },
                                                                "cusip": {
                                                                    "type": "string",
                                                                    "nullable": true,
                                                                    "maxLength": 9
                                                                },
                                                                "status": {
                                                                    "enum": [
                                                                        1,
                                                                        2,
                                                                        3,
                                                                        4,
                                                                        50,
                                                                        100
                                                                    ],
                                                                    "type": "integer",
                                                                    "description": "* `1` - Active\n* `2` - Inactive\n* `3` - Close Only\n* `4` - Halted\n* `50` - Ambiguous Isin\n* `100` - Unknown",
                                                                    "x-spec-enum-id": "c4eae5f1054b2e9d",
                                                                    "default": "Unknown"
                                                                }
                                                            },
                                                            "required": [
                                                                "asset_class",
                                                                "description",
                                                                "object_id"
                                                            ]
                                                        },
                                                        "readOnly": true
                                                    }
                                                },
                                                "required": [
                                                    "custodian",
                                                    "investments",
                                                    "object_id"
                                                ]
                                            }
                                        }
                                    }
                                }
                            }
                        },
                        "description": ""
                    },
                    "400": {
                        "description": "Bad Request: Only 338 firms have fund lineups."
                    },
                    "401": {
                        "description": "Unauthorized: Missing or invalid authentication"
                    },
                    "403": {
                        "description": "Forbidden: Insufficient permissions or scopes"
                    }
                }
            }
        },
        "/affiliate-firms/{affiliate_firm_id}/pooled-plans/": {
            "get": {
                "operationId": "affiliate_firms_pooled_plans_list",
                "description": "Returns pooled plans provided by the given affiliate firm.",
                "parameters": [
                    {
                        "in": "path",
                        "name": "affiliate_firm_id",
                        "schema": {
                            "type": "string"
                        },
                        "required": true
                    },
                    {
                        "name": "page",
                        "required": false,
                        "in": "query",
                        "description": "A page number within the paginated result set.",
                        "schema": {
                            "type": "integer"
                        }
                    },
                    {
                        "name": "page_size",
                        "required": false,
                        "in": "query",
                        "description": "Number of results to return per page.",
                        "schema": {
                            "type": "integer"
                        }
                    }
                ],
                "tags": [
                    "Affiliates & Firms"
                ],
                "security": [
                    {
                        "oauth2": []
                    }
                ],
                "responses": {
                    "200": {
                        "content": {
                            "application/json": {
                                "schema": {
                                    "type": "object",
                                    "required": [
                                        "count",
                                        "results"
                                    ],
                                    "properties": {
                                        "count": {
                                            "type": "integer",
                                            "example": 123
                                        },
                                        "next": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=4"
                                        },
                                        "previous": {
                                            "type": "string",
                                            "nullable": true,
                                            "format": "uri",
                                            "example": "http://api.example.org/accounts/?page=2"
                                        },
                                        "results": {
                                            "type": "array",
                                            "items": {
                                                "type": "object",
                                                "properties": {
                                                    "object_id": {
                                                        "type": "string"
                                                    },
                                                    "name": {
                                                        "type": "string",
                                                        "maxLength": 100
                                                    },
                                                    "effective_date": {
                                                        "type": "string",
                                                        "format": "date",
                                                        "nullable": true
                                                    },
                                                    "terminated_date": {
                                                        "type": "string",
                                                        "format": "date",
                                                        "nullable": true
                                                    },
                                                    "status": {
                                                        "enum": [
                                                            "DRAFT",
                                                            "ACTIVE",
                                                            "INACTIVE"
                                                        ],
                                                        "type": "string",
                                                        "description": "* `DRAFT` - DRAFT\n* `ACTIVE` - ACTIVE\n* `INACTIVE` - INACTIVE",
                                                        "x-spec-enum-id": "8b036d93c4c21fd8"
                                                    },
                                                    "matrix_alliance_code": {
                                                        "type": "string",
                                                        "maxLength": 16
                                                    }
                                                },
                             

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401GO API

Documentation

Specifications

Other Resources

OpenAPI Specification
