#1Corporate Pension Consultants
Serves this area from Los Gatos, CA (20 mi)
401(k) TPAs & Recordkeepers in Santa Cruz, CA
The top-ranked 401(k) TPAs and recordkeepers serving Santa Cruz, CA are Corporate Pension Consultants, A.l. Oftedahl, LLC and United Administrative Services. We list 21 401(k) TPAs and recordkeepers serving Santa Cruz, CA. 21 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 Santa Cruz, CA (Santa Cruz County). 21 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 Santa Cruz
#2A.l. Oftedahl, LLC
Serves this area from San Jose, CA (21 mi)#3United Administrative Services
Serves this area from San Jose, CA (23 mi)#4Peery & Associates, Inc.
Serves this area from CA#5Nwps
Serves this area from San Jose, CA (26 mi)#6Nwps
Serves this area from San Jose, CA (26 mi)#7Nwps
Serves this area from San Jose, CA (26 mi)#8Filice Insurance Agency, Inc.
Serves this area from San Jose, CA (27 mi)#9Retirement Administration, Inc.
Serves this area from Los Altos Hills, CA (27 mi)#10Denarius Capital Advisors Inc
Serves this area from Santa Clara, CA (29 mi)
11 more providers serving this area
- Momenta Inc, Santa Clara, CA (29 mi)
- Forusall, Inc., San Carlos, CA (39 mi)
- Primark Benefits, San Mateo, CA (42 mi)
- Sequoia Benefits&insurance Services, San Mateo, CA (42 mi)
- Fce Benefit Administrators, Inc., San Mateo, CA (43 mi)
- Fce Financial Services, Inc., San Mateo, CA (43 mi)
- Pension Planning Service, Inc, Burlingame, CA (45 mi)
- Guideline, Inc., Burlingame, CA (45 mi)
- Menke & Associates, Inc., Burlingame, CA (46 mi)
- Teamsters Local 856, San Bruno, CA (49 mi)
- Golden Gate Retirement Consultants, South San Francisco, CA (51 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Santa Cruz?
We list 21 401(k) TPAs and recordkeepers serving Santa Cruz, CA: 0 based there and 21 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 Santa Cruz?
The top-ranked 401(k) TPAs and recordkeepers serving Santa Cruz, CA are Corporate Pension Consultants, A.l. Oftedahl, LLC, United Administrative Services, Peery & Associates, Inc. and Nwps. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Santa Cruz are verified against official records?
10 of the top 10 match an active official record: Corporate Pension Consultants (U.S. Department of Labor), A.l. Oftedahl, LLC (U.S. Department of Labor), United Administrative Services (U.S. Department of Labor), Peery & Associates, Inc. (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 .