#1 Trombino Pension Administrators Inc
Serves this area from Temecula, CA (10 mi)
401(k) TPAs & Recordkeepers in Fallbrook, CA
The top-ranked 401(k) TPAs and recordkeepers serving Fallbrook, CA are Trombino Pension Administrators Inc, Cornerstone Wealth Advisors and Plan Design Consultants, Inc.. We list 49 401(k) TPAs and recordkeepers serving Fallbrook, 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 Fallbrook, CA (San Diego County). 49 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 Fallbrook
#2 Cornerstone Wealth Advisors
Serves this area from Carlsbad, CA (17 mi)Call (760) 476-1376 · Website#3 Plan Design Consultants, Inc.
Serves this area from Carlsbad, CA (19 mi)#4 Financial Sense Advisors, Inc.
Serves this area from CA#5 Pension Professionals, Inc.
Serves this area from Rancho Santa Margarita, CA (29 mi)Call (949) 362-3650 · Website#6 Concurrent Investment Advisors, LLC
Serves this area from San Diego, CA (29 mi)Call (858) 634-9665 · Website#7 Medimpact
Serves this area from San Diego, CA (31 mi)#8 401k Advisors Inc
Serves this area from Aliso Viejo, CA (33 mi)#9 Nfp Retirement Inc
Serves this area from Aliso Viejo, CA (33 mi)#10 Active & Fit American Specialty Hea
Serves this area from San Diego, CA (33 mi)
20 more providers serving this area
- California Pension Admin, Lake Forest, CA (33 mi)
- Premier Plan Consultants Inc, San Diego, CA (33 mi)
- United Retirement Plan Consultants, Laguna Hills, CA (34 mi)
- Lpl Financial Corporation Rpcp, San Diego, CA (34 mi)
- Pruco Securities, LLC, San Diego, CA (34 mi)
- Greenlight Information Services, Irvine, CA (36 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (37 mi)
- Capital Group Retirement, Irvine, CA (38 mi)
- Capital Group Retirement Plan Servi, Irvine, CA (38 mi)
- San Diego Pension Consultants, San Diego, CA (38 mi)
- Lpl Financial, San Diego, CA (38 mi)
- The Spanish Group LLC, Irvine, CA (40 mi)
- Liberty Dental Plan Of California, Irvine, CA (40 mi)
- Sageview Advisory Group LLC, Irvine, CA (41 mi)
- Corporate Benefit Systems, Newport Beach, CA (42 mi)
- United Capital Financial Advisers, Newport Beach, CA (42 mi)
- Eba&m Corporation, Irvine, CA (43 mi)
- Hs Technology Solutions Inc, Newport Beach, CA (43 mi)
- Pension Benefits Unlimited, Inc., Irvine, CA (43 mi)
- Steller Pension Consultants, Inc, La Mesa, CA (43 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Fallbrook?
We list 49 401(k) TPAs and recordkeepers serving Fallbrook, CA: 0 based there and 49 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 Fallbrook?
The top-ranked 401(k) TPAs and recordkeepers serving Fallbrook, CA are Trombino Pension Administrators Inc, Cornerstone Wealth Advisors, Plan Design Consultants, Inc., Financial Sense Advisors, Inc. and Pension Professionals, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Fallbrook are verified against official records?
10 of the top 10 match an active official record: Trombino Pension Administrators Inc (U.S. Department of Labor), Cornerstone Wealth Advisors (U.S. Department of Labor), Plan Design Consultants, Inc. (U.S. Department of Labor), Financial Sense Advisors, Inc. (U.S. Department of Labor) and Pension Professionals, Inc. (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 .