TrademarkDir
401KPLANS.COM
LIVE

Serial Number

87553549

Owner

ENVESTNET RETIREMENT SOLUTIONS, LLC

Attorney

Melissa S. Dillenbeck

First Use Date

Sep 4, 2018

Filing Date

Aug 2, 2017

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401KPLANS.COM Trademark

Serial Number: 87553549 • Registration: 5746290

401KPLANS.COM is a trademark filed by ENVESTNET RETIREMENT SOLUTIONS, LLC on August 2, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

ENVESTNET RETIREMENT SOLUTIONS, LLC

1000 CHESTERBROOK BOULEVARD
BERWYN, PA 19312

Entity Type: 16

401KPLANS.COM, LLC

18 Shipyard Drive, Suite 2A
Hingham, MA 02043

Entity Type: 16

Trademark Details

Filing Date

August 2, 2017

Registration Date

May 7, 2019

First Use Anywhere

September 4, 2018

First Use in Commerce

September 4, 2018

Published for Opposition

August 14, 2018

Goods & Services

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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 27, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 27, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 27, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 21, 2025 E815
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 4, 2024 ASCK
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 7, 2024 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 26, 2022 ASGN
REGISTERED-PRINCIPAL REGISTER
May 7, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 5, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 4, 2019 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 26, 2019 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 26, 2019 AITU
USE AMENDMENT FILED
Mar 11, 2019 IUAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 11, 2019 TCCA
TEAS STATEMENT OF USE RECEIVED
Mar 11, 2019 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 9, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 14, 2018 NPUB
PUBLISHED FOR OPPOSITION
Aug 14, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 25, 2018 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 6, 2018 PREV
ASSIGNED TO LIE
Jul 2, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 19, 2018 CNSA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Jun 11, 2018 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Jun 5, 2018 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
May 17, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
May 16, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 16, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
May 16, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 16, 2018 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 9, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 8, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 8, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 8, 2017 GNRN
NON-FINAL ACTION E-MAILED
Nov 8, 2017 GNRT
NON-FINAL ACTION WRITTEN
Nov 8, 2017 CNRT
ASSIGNED TO EXAMINER
Nov 2, 2017 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 9, 2017 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2017 NWOS
NEW APPLICATION ENTERED
Aug 5, 2017 NWAP

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