#1Fiduciary Wise, LLC
Serves this area from Gilbert, AZ (14 mi)
401(k) TPAs & Recordkeepers in San Tan Valley, AZ
The top-ranked 401(k) TPAs and recordkeepers serving San Tan Valley, AZ are Fiduciary Wise, LLC, Raymond, Reeves & Stout LLP and Financialfocus Retirement Plan S. We list 21 401(k) TPAs and recordkeepers serving San Tan Valley, AZ. 21 of the providers shown match an active record from U.S. Department of Labor, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
401(k) TPAs & Recordkeepers serving San Tan Valley, AZ (Pinal County). 21 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked 401(k) TPAs and recordkeepers for San Tan Valley
#2Raymond, Reeves & Stout LLP
Serves this area from Mesa, AZ (17 mi)#3Financialfocus Retirement Plan S
Serves this area from Chandler, AZ (19 mi)#4Financialfocus Retirement Plan Serv
Serves this area from Chandler, CO (19 mi)#5Sunburst Pension Services
Serves this area from Mesa, AZ (23 mi)#6Sunwest Pensions
Serves this area from Tempe, AZ (28 mi)#7Gen Digital Inc
Serves this area from Tempe, AZ (28 mi)#8Banner Health And Aetna Health Ins.
Serves this area from Phoenix, AZ (29 mi)#9Green Light Cost Management LLC
Serves this area from Scottsdale, AZ (37 mi)#10Mgks
Serves this area from Phoenix, AZ (38 mi)
11 more providers serving this area
- Alliance Insurance Group, LLC, Scottsdale, AZ (41 mi)
- Blue Cross Blue Shield Of Arizona, Phoenix, AZ (42 mi)
- Norton James Retirement Services, Glendale, AZ (44 mi)
- Southwest Service Administrators, Phoenix, AZ (46 mi)
- Valenz Health, Phoenix, AZ (47 mi)
- Delta Dental Of Arizona, Glendale, AZ (48 mi)
- Fiduciary Outsourcing, LLC DBA Pma, Phoenix, AZ (49 mi)
- Pinnacle Plan Design, LLC, Catalina Foothills, AZ (71 mi)
- Pinnacle Plan Design, LLC, Catalina Foothills, AZ (71 mi)
- Ach Retirement Plan Consultants, In, Catalina Foothills, AZ (72 mi)
- Fortress Financial Solutions, LLC, Catalina Foothills, AZ (72 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve San Tan Valley?
We list 21 401(k) TPAs and recordkeepers serving San Tan Valley, AZ: 0 based there and 21 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve San Tan Valley?
The top-ranked 401(k) TPAs and recordkeepers serving San Tan Valley, AZ are Fiduciary Wise, LLC, Raymond, Reeves & Stout LLP, Financialfocus Retirement Plan S, Financialfocus Retirement Plan Serv and Sunburst Pension Services. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving San Tan Valley are verified against official records?
10 of the top 10 match an active official record: Fiduciary Wise, LLC (U.S. Department of Labor), Raymond, Reeves & Stout LLP (U.S. Department of Labor), Financialfocus Retirement Plan S (U.S. Department of Labor), Financialfocus Retirement Plan Serv (U.S. Department of Labor) and Sunburst Pension Services (U.S. Department of Labor), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What does a 401(k) TPA do?
A third-party administrator handles plan compliance: nondiscrimination testing, Form 5500 preparation, contribution limits and plan documents. Recordkeepers track participant accounts; some firms do both.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .