#1Active & Fit American Specialty Hea
Based in San Diego, CA
401(k) TPAs & Recordkeepers in San Diego, CA
The top-ranked 401(k) TPAs and recordkeepers serving San Diego, 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, 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, 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 San Diego
#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#6Concurrent Investment Advisors, LLC
Based in San Diego, CA#7First Allied Securities Inc
Based in San Diego, CA#8Futureplan By Ascensus
Based in San Diego, CA#9Lpl Financial Corporation Rpcp
Based in San Diego, CA#10Medimpact
Based in San Diego, CA
20 more providers serving this area
- 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
- Lpl Financial, San Diego, CA (0 mi)
- Steller Pension Consultants, Inc, La Mesa, CA (7 mi)
- Penchecks, La Mesa, CA (8 mi)
- Financial Sense Advisors, Inc., CA
- Centrix Benefit Administrators, Inc, Chula Vista, CA (15 mi)
- Centrix Benefit Administrators, Inc, Chula Vista, CA (15 mi)
- Plan Design Consultants, Inc., Carlsbad, CA (20 mi)
- Cornerstone Wealth Advisors, Carlsbad, CA (23 mi)
- Trombino Pension Administrators Inc, Temecula, CA (44 mi)
- Pension Professionals, Inc., Rancho Santa Margarita, CA (62 mi)
- 401k Advisors Inc, Aliso Viejo, CA (62 mi)
- Nfp Retirement Inc, Aliso Viejo, CA (62 mi)
- United Retirement Plan Consultants, Laguna Hills, CA (65 mi)
- California Pension Admin, Lake Forest, CA (66 mi)
- Greenlight Information Services, Irvine, CA (67 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (68 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve San Diego?
We list 49 401(k) TPAs and recordkeepers serving San Diego, CA: 14 based there and 35 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?
The top-ranked 401(k) TPAs and recordkeepers serving San Diego, 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 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 .