#1Armanino LLP
Serves this area from San Ramon, CA (8 mi)
401(k) TPAs & Recordkeepers in Pleasanton, CA
The top-ranked 401(k) TPAs and recordkeepers serving Pleasanton, CA are Armanino LLP, Denarius Capital Advisors Inc and Momenta Inc. We list 54 401(k) TPAs and recordkeepers serving Pleasanton, 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 Pleasanton, CA (Alameda County). 54 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 Pleasanton
#2Denarius Capital Advisors Inc
Serves this area from Santa Clara, CA (20 mi)#3Momenta Inc
Serves this area from Santa Clara, CA (20 mi)#4Pensionone Advisors, Inc.
Serves this area from Walnut Creek, CA (20 mi)#5Flynn, Shojinaga & Associates, Inc.
Serves this area from Alameda, CA (20 mi)#6Flynn, Shojinaga & Associates, Inc.
Serves this area from Alameda, CA (20 mi)#7California Retirement Plans
Serves this area from Walnut Creek, CA (20 mi)#8Relation Insurance Services
Serves this area from Contra Costa Centre, CA (20 mi)#9Relation Insurance Services
Serves this area from Pleasant Hill, CA (22 mi)#10Relation Insurance Services Of Cali
Serves this area from Pleasant Hill, CA (22 mi)
20 more providers serving this area
- Filice Insurance Agency, Inc., San Jose, CA (22 mi)
- Wespac Plan Services, LLC, Orinda, CA (22 mi)
- Wespac Plan Services, LLC, Orinda, CA (22 mi)
- Pacific Service Employees Assoc., Concord, CA (23 mi)
- Nwps, San Jose, CA (23 mi)
- Nwps, San Jose, CA (23 mi)
- Nwps, San Jose, CA (23 mi)
- Kaiser Foundation, Oakland, CA (23 mi)
- Primark Benefits, San Mateo, CA (23 mi)
- Sequoia Benefits&insurance Services, San Mateo, CA (23 mi)
- Sterling Administration, Oakland, CA (23 mi)
- Forusall, Inc., San Carlos, CA (24 mi)
- Curcio Webb, Oakland, CA (24 mi)
- Fce Benefit Administrators, Inc., San Mateo, CA (25 mi)
- Fce Financial Services, Inc., San Mateo, CA (25 mi)
- Retirement Administration, Inc., Los Altos Hills, CA (26 mi)
- Menke & Associates, Inc., Burlingame, CA (26 mi)
- Pension Planning Service, Inc, Burlingame, CA (26 mi)
- Guideline, Inc., Burlingame, CA (26 mi)
- A.l. Oftedahl, LLC, San Jose, CA (27 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Pleasanton?
We list 54 401(k) TPAs and recordkeepers serving Pleasanton, CA: 0 based there and 54 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 Pleasanton?
The top-ranked 401(k) TPAs and recordkeepers serving Pleasanton, CA are Armanino LLP, Denarius Capital Advisors Inc, Momenta Inc, Pensionone Advisors, Inc. and Flynn, Shojinaga & Associates, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Pleasanton are verified against official records?
10 of the top 10 match an active official record: Armanino LLP (U.S. Department of Labor), Denarius Capital Advisors Inc (U.S. Department of Labor), Momenta Inc (U.S. Department of Labor), Pensionone Advisors, Inc. (U.S. Department of Labor) and Flynn, Shojinaga & Associates, 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 .