#1Pacific Service Employees Assoc.
Based in Concord, CA
401(k) TPAs & Recordkeepers in Concord, CA
The top-ranked 401(k) TPAs and recordkeepers serving Concord, CA are Pacific Service Employees Assoc., California Retirement Plans and Pensionone Advisors, Inc.. We list 57 401(k) TPAs and recordkeepers serving Concord, 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 Concord, CA (Contra Costa County). 57 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 Concord
#2California Retirement Plans
Serves this area from Walnut Creek, CA (3 mi)#3Pensionone Advisors, Inc.
Serves this area from Walnut Creek, CA (4 mi)#4Relation Insurance Services
Serves this area from Pleasant Hill, CA (4 mi)#5Relation Insurance Services Of Cali
Serves this area from Pleasant Hill, CA (4 mi)#6Relation Insurance Services
Serves this area from Contra Costa Centre, CA (5 mi)#7Ccc Electrical Ind Labor Mgmt Co Tr
Serves this area from Martinez, CA (8 mi)#8Wespac Plan Services, LLC
Serves this area from Orinda, CA (12 mi)#9Wespac Plan Services, LLC
Serves this area from Orinda, CA (12 mi)#10Armanino LLP
Serves this area from San Ramon, CA (14 mi)
20 more providers serving this area
- Kaiser Foundation, Oakland, CA (18 mi)
- Sterling Administration, Oakland, CA (18 mi)
- Curcio Webb, Oakland, CA (19 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (21 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (21 mi)
- Charles Schwab & Co., Inc., San Francisco, CA (25 mi)
- Cigna Health And Life Insurance Com, San Francisco, CA (25 mi)
- Docusign, San Francisco, CA (25 mi)
- Blue Shield Of California, San Francisco, CA (25 mi)
- Fitbit, San Francisco, CA (25 mi)
- Doctor On Demand, San Francisco, CA (25 mi)
- Omada Health, Inc., San Francisco, CA (25 mi)
- Human Interest Advisor LLC, San Francisco, CA (25 mi)
- Nwk Group, Inc., San Francisco, CA (25 mi)
- Decimal, Inc., San Francisco, CA (25 mi)
- Matrix Trust Company, San Francisco, CA (25 mi)
- Dc Risk, San Francisco, CA (28 mi)
- Global Retirement Partners, San Rafael, CA (30 mi)
- Global Retirement Partners, LLC, San Rafael, CA (30 mi)
- Primark Benefits, San Rafael, CA (30 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Concord?
We list 57 401(k) TPAs and recordkeepers serving Concord, CA: 1 based there and 56 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 Concord?
The top-ranked 401(k) TPAs and recordkeepers serving Concord, CA are Pacific Service Employees Assoc., California Retirement Plans, Pensionone Advisors, Inc., Relation Insurance Services and Relation Insurance Services Of Cali. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Concord are verified against official records?
10 of the top 10 match an active official record: Pacific Service Employees Assoc. (U.S. Department of Labor), California Retirement Plans (U.S. Department of Labor), Pensionone Advisors, Inc. (U.S. Department of Labor), Relation Insurance Services (U.S. Department of Labor) and Relation Insurance Services Of Cali (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 .