#1A.l. Oftedahl, LLC
Based in San Jose, CA
401(k) TPAs & Recordkeepers in San Jose, CA
The top-ranked 401(k) TPAs and recordkeepers serving San Jose, CA are A.l. Oftedahl, LLC, Filice Insurance Agency, Inc. and Nwps. We list 29 401(k) TPAs and recordkeepers serving San Jose, 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 San Jose, 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 San Jose
#2Filice Insurance Agency, Inc.
Based in San Jose, CA#3Nwps
Based in San Jose, CA#4Nwps
Based in San Jose, CA#5Nwps
Based in San Jose, CA#6United Administrative Services
Based in San Jose, CA#7Corporate Pension Consultants
Serves this area from Los Gatos, CA (9 mi)#8Denarius Capital Advisors Inc
Serves this area from Santa Clara, CA (11 mi)#9Momenta Inc
Serves this area from Santa Clara, CA (11 mi)#10Retirement Administration, Inc.
Serves this area from Los Altos Hills, CA (19 mi)
19 more providers serving this area
- Peery & Associates, Inc., CA
- Forusall, Inc., San Carlos, CA (28 mi)
- Primark Benefits, San Mateo, CA (31 mi)
- Sequoia Benefits&insurance Services, San Mateo, CA (31 mi)
- Fce Benefit Administrators, Inc., San Mateo, CA (33 mi)
- Fce Financial Services, Inc., San Mateo, CA (33 mi)
- Pension Planning Service, Inc, Burlingame, CA (35 mi)
- Guideline, Inc., Burlingame, CA (35 mi)
- Menke & Associates, Inc., Burlingame, CA (36 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (38 mi)
- Flynn, Shojinaga & Associates, Inc., Alameda, CA (38 mi)
- Teamsters Local 856, San Bruno, CA (40 mi)
- Golden Gate Retirement Consultants, South San Francisco, CA (41 mi)
- Kaiser Foundation, Oakland, CA (43 mi)
- Sterling Administration, Oakland, CA (43 mi)
- Curcio Webb, Oakland, CA (43 mi)
- Osborne & Associates, Inc., Salida, CA (50 mi)
- Teamster Alcohol Rehab Program, Modesto, CA (50 mi)
- Pension Management Consultants, Inc, Modesto, CA (52 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve San Jose?
We list 29 401(k) TPAs and recordkeepers serving San Jose, CA: 6 based there and 23 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 Jose?
The top-ranked 401(k) TPAs and recordkeepers serving San Jose, CA are A.l. Oftedahl, LLC, Filice Insurance Agency, Inc., Nwps, Nwps and Nwps. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving San Jose are verified against official records?
10 of the top 10 match an active official record: A.l. Oftedahl, LLC (U.S. Department of Labor), Filice Insurance Agency, Inc. (U.S. Department of Labor), Nwps (U.S. Department of Labor), Nwps (U.S. Department of Labor) and Nwps (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 .