#1Pension Professionals, Inc.
Serves this area from Rancho Santa Margarita, CA (4 mi)
401(k) TPAs & Recordkeepers in Mission Viejo, CA
The top-ranked 401(k) TPAs and recordkeepers serving Mission Viejo, CA are Pension Professionals, Inc., United Retirement Plan Consultants and California Pension Admin. We list 76 401(k) TPAs and recordkeepers serving Mission Viejo, 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 Mission Viejo, CA (Orange County). 76 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 Mission Viejo
#2United Retirement Plan Consultants
Serves this area from Laguna Hills, CA (4 mi)#3California Pension Admin
Serves this area from Lake Forest, CA (4 mi)#4401k Advisors Inc
Serves this area from Aliso Viejo, CA (5 mi)#5Nfp Retirement Inc
Serves this area from Aliso Viejo, CA (5 mi)#6Greenlight Information Services
Serves this area from Irvine, CA (6 mi)#7Usi Insurance Services Ntl, Inc.
Serves this area from Irvine, CA (7 mi)#8Capital Group Retirement
Serves this area from Irvine, CA (8 mi)#9Capital Group Retirement Plan Servi
Serves this area from Irvine, CA (8 mi)#10The Spanish Group LLC
Serves this area from Irvine, CA (10 mi)
20 more providers serving this area
- Liberty Dental Plan Of California, Irvine, CA (11 mi)
- Sageview Advisory Group LLC, Irvine, CA (11 mi)
- Corporate Benefit Systems, Newport Beach, CA (13 mi)
- Eba&m Corporation, Irvine, CA (13 mi)
- United Capital Financial Advisers, Newport Beach, CA (13 mi)
- Hs Technology Solutions Inc, Newport Beach, CA (13 mi)
- Pension Benefits Unlimited, Inc., Irvine, CA (13 mi)
- Eec Administration, Tustin, CA (14 mi)
- Eec Administration, Tustin, CA (14 mi)
- Blue Cross Of California, Costa Mesa, CA (14 mi)
- Benefit Equity Inc., Santa Ana, CA (14 mi)
- Medical Eye Services, Santa Ana, CA (16 mi)
- Air Conditioning & Refridgeration, Orange, CA (18 mi)
- National Retirement Services, Inc., Huntington Beach, CA (23 mi)
- Secured Retirement Administrators, Brea, CA (26 mi)
- Pension Profit Sharing Services Inc, Los Alamitos, CA (26 mi)
- 401k Administrators, Inc, Chino, CA (26 mi)
- Pacific Southwest Administrators, Covina, CA (34 mi)
- Trombino Pension Administrators Inc, Temecula, CA (34 mi)
- Cornerstone Wealth Advisors, Carlsbad, CA (39 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Mission Viejo?
We list 76 401(k) TPAs and recordkeepers serving Mission Viejo, CA: 0 based there and 76 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 Mission Viejo?
The top-ranked 401(k) TPAs and recordkeepers serving Mission Viejo, CA are Pension Professionals, Inc., United Retirement Plan Consultants, California Pension Admin, 401k Advisors Inc and Nfp Retirement Inc. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Mission Viejo are verified against official records?
10 of the top 10 match an active official record: Pension Professionals, Inc. (U.S. Department of Labor), United Retirement Plan Consultants (U.S. Department of Labor), California Pension Admin (U.S. Department of Labor), 401k Advisors Inc (U.S. Department of Labor) and Nfp Retirement 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 .