#1Active & Fit American Specialty Hea
Based in San Diego, CA
401(k) TPAs & Recordkeepers in San Diego County, CA
The top-ranked 401(k) TPAs and recordkeepers serving San Diego County, CA are Active & Fit American Specialty Hea, Alliant Insurance Services, Inc. and Ascensus Holdings Inc DBA. We list 49 401(k) TPAs and recordkeepers serving San Diego County, 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 San Diego County, CA. 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 San Diego County
#2Alliant Insurance Services, Inc.
Based in San Diego, CA· Website#3Ascensus Holdings Inc DBA
Based in San Diego, CA#4Ascensus Holdings Inc DBA Futurepla
Based in San Diego, CA#5Ascensus Holdings Inc DBA Futurepla
Based in San Diego, CA#6Centrix Benefit Administrators, Inc
Based in Chula Vista, CA#7Centrix Benefit Administrators, Inc
Based in Chula Vista, CA#8Concurrent Investment Advisors, LLC
Based in San Diego, CA#9Cornerstone Wealth Advisors
Based in Carlsbad, CA#10Financial Sense Advisors, Inc.
Based in CA
20 more providers serving this area
- First Allied Securities Inc, San Diego, CA
- Futureplan By Ascensus, San Diego, CA
- Lpl Financial, San Diego, CA
- Lpl Financial Corporation Rpcp, San Diego, CA
- Medimpact, San Diego, CA
- Penchecks, La Mesa, CA
- Plan Design Consultants, Inc., Carlsbad, CA
- Polycomp Administrative Services, San Diego, CA
- Premier Plan Consultants Inc, San Diego, CA
- Pruco Securities, LLC, San Diego, CA
- San Diego Pension Consultants, San Diego, CA
- Steller Pension Consultants, Inc, La Mesa, CA
- Trombino Pension Administrators Inc, Temecula, CA (36 mi)
- Pension Professionals, Inc., Rancho Santa Margarita, CA (64 mi)
- 401k Advisors Inc, Aliso Viejo, CA (68 mi)
- Nfp Retirement Inc, Aliso Viejo, CA (68 mi)
- California Pension Admin, Lake Forest, CA (69 mi)
- United Retirement Plan Consultants, Laguna Hills, CA (69 mi)
- Greenlight Information Services, Irvine, CA (71 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (72 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve San Diego County?
We list 49 401(k) TPAs and recordkeepers serving San Diego County, CA: 22 based there and 27 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 San Diego County?
The top-ranked 401(k) TPAs and recordkeepers serving San Diego County, CA are Active & Fit American Specialty Hea, Alliant Insurance Services, Inc., Ascensus Holdings Inc DBA, Ascensus Holdings Inc DBA Futurepla and Ascensus Holdings Inc DBA Futurepla. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving San Diego County are verified against official records?
10 of the top 10 match an active official record: Active & Fit American Specialty Hea (U.S. Department of Labor), Alliant Insurance Services, Inc. (U.S. Department of Labor), Ascensus Holdings Inc DBA (U.S. Department of Labor), Ascensus Holdings Inc DBA Futurepla (U.S. Department of Labor) and Ascensus Holdings Inc DBA Futurepla (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 .
Cities in San Diego County
Communities served
Winter Gardens, Rancho San Diego, Ramona, Lakeside, Casa de Oro-Mount Helix, Coronado, Bostonia, Alpine, Bonita, Solana Beach, San Diego Country Estates, Valley Center, Jamul, Eucalyptus Hills, Lake San Marcos, Bonsall, Hidden Meadows, Harbison Canyon, Del Mar, Granite Hills, Rancho Santa Fe, Borrego Springs, Fairbanks Ranch, Campo, Crest, Harmony Grove, Rainbow, Julian, Pine Valley, Descanso, Pala, Potrero, Elfin Forest, Jacumba, Del Dios, Boulevard, Mount Laguna