#1Kb Actuarial, Inc
Serves this area from Yucaipa, CA (49 mi)
401(k) TPAs & Recordkeepers in Indio, CA
The top-ranked 401(k) TPAs and recordkeepers serving Indio, CA are Kb Actuarial, Inc, Trombino Pension Administrators Inc and Financial Sense Advisors, Inc.. We list 51 401(k) TPAs and recordkeepers serving Indio, 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 Indio, 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 Indio
#2Trombino Pension Administrators Inc
Serves this area from Temecula, CA (53 mi)#3Financial Sense Advisors, Inc.
Serves this area from CA#4Plan Design Consultants, Inc.
Serves this area from Carlsbad, CA (73 mi)#5Cornerstone Wealth Advisors
Serves this area from Carlsbad, CA (74 mi)#6Medimpact
Serves this area from San Diego, CA (75 mi)#7Pension Professionals, Inc.
Serves this area from Rancho Santa Margarita, CA (79 mi)#8Concurrent Investment Advisors, LLC
Serves this area from San Diego, CA (79 mi)#9Premier Plan Consultants Inc
Serves this area from San Diego, CA (80 mi)#10Penchecks
Serves this area from La Mesa, CA (80 mi)
20 more providers serving this area
- Active & Fit American Specialty Hea, San Diego, CA (80 mi)
- Lpl Financial, San Diego, CA (81 mi)
- San Diego Pension Consultants, San Diego, CA (81 mi)
- Steller Pension Consultants, Inc, La Mesa, CA (81 mi)
- Lpl Financial Corporation Rpcp, San Diego, CA (81 mi)
- Pruco Securities, LLC, San Diego, CA (81 mi)
- California Pension Admin, Lake Forest, CA (83 mi)
- United Retirement Plan Consultants, Laguna Hills, CA (86 mi)
- 401k Administrators, Inc, Chino, CA (86 mi)
- Greenlight Information Services, Irvine, CA (87 mi)
- 401k Advisors Inc, Aliso Viejo, CA (87 mi)
- Nfp Retirement Inc, Aliso Viejo, CA (87 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (88 mi)
- Alliant Insurance Services, Inc., San Diego, CA (88 mi)
- Polycomp Administrative Services, San Diego, CA (88 mi)
- Ascensus Holdings Inc DBA, San Diego, CA (88 mi)
- Ascensus Holdings Inc DBA Futurepla, San Diego, CA (88 mi)
- Ascensus Holdings Inc DBA Futurepla, San Diego, CA (88 mi)
- Capital Group Retirement, Irvine, CA (88 mi)
- Capital Group Retirement Plan Servi, Irvine, CA (88 mi)
Request quotes
Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Indio?
We list 51 401(k) TPAs and recordkeepers serving Indio, 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 Indio?
The top-ranked 401(k) TPAs and recordkeepers serving Indio, CA are Kb Actuarial, Inc, Trombino Pension Administrators Inc, Financial Sense Advisors, Inc., Plan Design Consultants, 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 Indio 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), Financial Sense Advisors, Inc. (U.S. Department of Labor), Plan Design Consultants, 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 .