#1Cornerstone Wealth Advisors
Serves this area from Carlsbad, CA (6 mi)
401(k) TPAs & Recordkeepers in Oceanside, CA
The top-ranked 401(k) TPAs and recordkeepers serving Oceanside, CA are Cornerstone Wealth Advisors, Plan Design Consultants, Inc. and Financial Sense Advisors, Inc.. We list 49 401(k) TPAs and recordkeepers serving Oceanside, 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 Oceanside, 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 Oceanside
#2Plan Design Consultants, Inc.
Serves this area from Carlsbad, CA (10 mi)#3Financial Sense Advisors, Inc.
Serves this area from CA#4Concurrent Investment Advisors, LLC
Serves this area from San Diego, CA (19 mi)#5Trombino Pension Administrators Inc
Serves this area from Temecula, CA (21 mi)#6Medimpact
Serves this area from San Diego, CA (23 mi)#7Active & Fit American Specialty Hea
Serves this area from San Diego, CA (23 mi)#8Premier Plan Consultants Inc
Serves this area from San Diego, CA (24 mi)#9Lpl Financial Corporation Rpcp
Serves this area from San Diego, CA (25 mi)#10Pruco Securities, LLC
Serves this area from San Diego, CA (25 mi)
20 more providers serving this area
- San Diego Pension Consultants, San Diego, CA (29 mi)
- Lpl Financial, San Diego, CA (29 mi)
- Pension Professionals, Inc., Rancho Santa Margarita, CA (33 mi)
- 401k Advisors Inc, Aliso Viejo, CA (35 mi)
- Nfp Retirement Inc, Aliso Viejo, CA (35 mi)
- Steller Pension Consultants, Inc, La Mesa, CA (35 mi)
- Penchecks, La Mesa, CA (36 mi)
- Alliant Insurance Services, Inc., San Diego, CA (36 mi)
- Ascensus Holdings Inc DBA, San Diego, CA (36 mi)
- Ascensus Holdings Inc DBA Futurepla, San Diego, CA (36 mi)
- Ascensus Holdings Inc DBA Futurepla, San Diego, CA (36 mi)
- First Allied Securities Inc, San Diego, CA (36 mi)
- Futureplan By Ascensus, San Diego, CA (36 mi)
- Polycomp Administrative Services, San Diego, CA (36 mi)
- United Retirement Plan Consultants, Laguna Hills, CA (37 mi)
- California Pension Admin, Lake Forest, CA (37 mi)
- Greenlight Information Services, Irvine, CA (39 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (40 mi)
- Capital Group Retirement, Irvine, CA (41 mi)
- Capital Group Retirement Plan Servi, Irvine, CA (41 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Oceanside?
We list 49 401(k) TPAs and recordkeepers serving Oceanside, 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 Oceanside?
The top-ranked 401(k) TPAs and recordkeepers serving Oceanside, CA are Cornerstone Wealth Advisors, Plan Design Consultants, Inc., Financial Sense Advisors, Inc., Concurrent Investment Advisors, LLC and Trombino Pension Administrators Inc. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Oceanside are verified against official records?
10 of the top 10 match an active official record: 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), Concurrent Investment Advisors, LLC (U.S. Department of Labor) and Trombino Pension Administrators 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 .