#1Kb Actuarial, Inc
Serves this area from Yucaipa, CA (34 mi)
401(k) TPAs & Recordkeepers in Cathedral City, CA
The top-ranked 401(k) TPAs and recordkeepers serving Cathedral City, CA are Kb Actuarial, Inc, Trombino Pension Administrators Inc and Pension Professionals, Inc.. We list 51 401(k) TPAs and recordkeepers serving Cathedral City, CA. 30 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 Cathedral City, CA (Riverside County). 51 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 Cathedral City
#2Trombino Pension Administrators Inc
Serves this area from Temecula, CA (44 mi)#3Pension Professionals, Inc.
Serves this area from Rancho Santa Margarita, CA (67 mi)#4Financial Sense Advisors, Inc.
Serves this area from CA#5Cornerstone Wealth Advisors
Serves this area from Carlsbad, CA (68 mi)#6Plan Design Consultants, Inc.
Serves this area from Carlsbad, CA (68 mi)#7California Pension Admin
Serves this area from Lake Forest, CA (70 mi)#8401k Administrators, Inc
Serves this area from Chino, CA (72 mi)#9Medimpact
Serves this area from San Diego, CA (72 mi)#10United Retirement Plan Consultants
Serves this area from Laguna Hills, CA (74 mi)
20 more providers serving this area
- Greenlight Information Services, Irvine, CA (74 mi)
- 401k Advisors Inc, Aliso Viejo, CA (75 mi)
- Nfp Retirement Inc, Aliso Viejo, CA (75 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (75 mi)
- Concurrent Investment Advisors, LLC, San Diego, CA (76 mi)
- Capital Group Retirement, Irvine, CA (76 mi)
- Capital Group Retirement Plan Servi, Irvine, CA (76 mi)
- Liberty Dental Plan Of California, Irvine, CA (77 mi)
- Premier Plan Consultants Inc, San Diego, CA (77 mi)
- Active & Fit American Specialty Hea, San Diego, CA (78 mi)
- The Spanish Group LLC, Irvine, CA (78 mi)
- Lpl Financial Corporation Rpcp, San Diego, CA (79 mi)
- Pruco Securities, LLC, San Diego, CA (79 mi)
- Eec Administration, Tustin, CA (79 mi)
- Eec Administration, Tustin, CA (79 mi)
- Lpl Financial, San Diego, CA (79 mi)
- San Diego Pension Consultants, San Diego, CA (79 mi)
- Benefit Equity Inc., Santa Ana, CA (80 mi)
- Sageview Advisory Group LLC, Irvine, CA (80 mi)
- Penchecks, La Mesa, CA (80 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Cathedral City?
We list 51 401(k) TPAs and recordkeepers serving Cathedral City, CA: 0 based there and 51 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 Cathedral City?
The top-ranked 401(k) TPAs and recordkeepers serving Cathedral City, CA are Kb Actuarial, Inc, Trombino Pension Administrators Inc, Pension Professionals, Inc., Financial Sense Advisors, Inc. and Cornerstone Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Cathedral City are verified against official records?
10 of the top 10 match an active official record: Kb Actuarial, Inc (U.S. Department of Labor), Trombino Pension Administrators Inc (U.S. Department of Labor), Pension Professionals, Inc. (U.S. Department of Labor), Financial Sense Advisors, Inc. (U.S. Department of Labor) and Cornerstone Wealth Advisors (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 .