#1Blue Shield Of California
Based in San Francisco, CA
401(k) TPAs & Recordkeepers in San Francisco, CA
The top-ranked 401(k) TPAs and recordkeepers serving San Francisco, CA are Blue Shield Of California, Charles Schwab & Co., Inc. and Cigna Health And Life Insurance Com. We list 43 401(k) TPAs and recordkeepers serving San Francisco, 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 Francisco, CA (San Francisco County). 43 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 Francisco
#2Charles Schwab & Co., Inc.
Based in San Francisco, CA#3Cigna Health And Life Insurance Com
Based in San Francisco, CA#4Dc Risk
Based in San Francisco, CA#5Decimal, Inc.
Based in San Francisco, CA#6Doctor On Demand
Based in San Francisco, CA#7Docusign
Based in San Francisco, CA#8Fitbit
Based in San Francisco, CA#9Human Interest Advisor LLC
Based in San Francisco, CA#10Matrix Trust Company
Based in San Francisco, CA
20 more providers serving this area
- Nwk Group, Inc., San Francisco, CA
- Omada Health, Inc., San Francisco, CA
- Vision Service Plan, San Francisco, CA (0 mi)
- Global Retirement Partners, San Rafael, CA (33 mi)
- Global Retirement Partners, LLC, San Rafael, CA (33 mi)
- Primark Benefits, San Rafael, CA (33 mi)
- Rpa Financial, LLC, San Rafael, CA (33 mi)
- Teamsters Local 856, San Bruno, CA (35 mi)
- Golden Gate Retirement Consultants, South San Francisco, CA (35 mi)
- Menke & Associates, Inc., Burlingame, CA (39 mi)
- Guideline, Inc., Burlingame, CA (39 mi)
- Pension Planning Service, Inc, Burlingame, CA (39 mi)
- Fce Benefit Administrators, Inc., San Mateo, CA (41 mi)
- Fce Financial Services, Inc., San Mateo, CA (41 mi)
- Curcio Webb, Oakland, CA (42 mi)
- Kaiser Foundation, Oakland, CA (42 mi)
- Sterling Administration, Oakland, CA (42 mi)
- Primark Benefits, San Mateo, CA (43 mi)
- Sequoia Benefits&insurance Services, San Mateo, CA (43 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (44 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve San Francisco?
We list 43 401(k) TPAs and recordkeepers serving San Francisco, CA: 12 based there and 31 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 Francisco?
The top-ranked 401(k) TPAs and recordkeepers serving San Francisco, CA are Blue Shield Of California, Charles Schwab & Co., Inc., Cigna Health And Life Insurance Com, Dc Risk and Decimal, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving San Francisco are verified against official records?
10 of the top 10 match an active official record: Blue Shield Of California (U.S. Department of Labor), Charles Schwab & Co., Inc. (U.S. Department of Labor), Cigna Health And Life Insurance Com (U.S. Department of Labor), Dc Risk (U.S. Department of Labor) and Decimal, 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 .