#1Retirement Administration, Inc.
Serves this area from Los Altos Hills, CA (3 mi)
401(k) TPAs & Recordkeepers in Palo Alto, CA
The top-ranked 401(k) TPAs and recordkeepers serving Palo Alto, CA are Retirement Administration, Inc., Forusall, Inc. and Denarius Capital Advisors Inc. We list 29 401(k) TPAs and recordkeepers serving Palo Alto, CA. 29 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 Palo Alto, CA (Santa Clara County). 29 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 Palo Alto
#2Forusall, Inc.
Serves this area from San Carlos, CA (10 mi)#3Denarius Capital Advisors Inc
Serves this area from Santa Clara, CA (10 mi)#4Momenta Inc
Serves this area from Santa Clara, CA (10 mi)#5A.l. Oftedahl, LLC
Serves this area from San Jose, CA (12 mi)#6Peery & Associates, Inc.
Serves this area from CA#7Primark Benefits
Serves this area from San Mateo, CA (13 mi)#8Sequoia Benefits&insurance Services
Serves this area from San Mateo, CA (13 mi)#9Corporate Pension Consultants
Serves this area from Los Gatos, CA (14 mi)#10Filice Insurance Agency, Inc.
Serves this area from San Jose, CA (14 mi)
19 more providers serving this area
- Fce Benefit Administrators, Inc., San Mateo, CA (14 mi)
- Fce Financial Services, Inc., San Mateo, CA (14 mi)
- Nwps, San Jose, CA (14 mi)
- Nwps, San Jose, CA (14 mi)
- Nwps, San Jose, CA (14 mi)
- Pension Planning Service, Inc, Burlingame, CA (17 mi)
- Guideline, Inc., Burlingame, CA (17 mi)
- Menke & Associates, Inc., Burlingame, CA (18 mi)
- Teamsters Local 856, San Bruno, CA (22 mi)
- Golden Gate Retirement Consultants, South San Francisco, CA (23 mi)
- United Administrative Services, San Jose, CA (23 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (23 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (23 mi)
- Curcio Webb, Oakland, CA (29 mi)
- Kaiser Foundation, Oakland, CA (29 mi)
- Sterling Administration, Oakland, CA (29 mi)
- Osborne & Associates, Inc., Salida, CA (63 mi)
- Teamster Alcohol Rehab Program, Modesto, CA (64 mi)
- Pension Management Consultants, Inc, Modesto, CA (66 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Palo Alto?
We list 29 401(k) TPAs and recordkeepers serving Palo Alto, CA: 0 based there and 29 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 Palo Alto?
The top-ranked 401(k) TPAs and recordkeepers serving Palo Alto, CA are Retirement Administration, Inc., Forusall, Inc., Denarius Capital Advisors Inc, Momenta Inc and A.l. Oftedahl, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Palo Alto are verified against official records?
10 of the top 10 match an active official record: Retirement Administration, Inc. (U.S. Department of Labor), Forusall, Inc. (U.S. Department of Labor), Denarius Capital Advisors Inc (U.S. Department of Labor), Momenta Inc (U.S. Department of Labor) and A.l. Oftedahl, LLC (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 .