#1Jordan & Associates Retirement Svcs
Based in Santa Rosa, CA
401(k) TPAs & Recordkeepers in Santa Rosa, CA
The top-ranked 401(k) TPAs and recordkeepers serving Santa Rosa, CA are Jordan & Associates Retirement Svcs, Marin Benefits Administrators and Global Retirement Partners. We list 16 401(k) TPAs and recordkeepers serving Santa Rosa, CA. 16 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 Rosa, CA (Sonoma County). 16 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 Rosa
#2Marin Benefits Administrators
Serves this area from Rohnert Park, CA (7 mi)#3Global Retirement Partners
Serves this area from San Rafael, CA (31 mi)#4Global Retirement Partners, LLC
Serves this area from San Rafael, CA (31 mi)#5Primark Benefits
Serves this area from San Rafael, CA (31 mi)#6Rpa Financial, LLC
Serves this area from San Rafael, CA (31 mi)#7Ccc Electrical Ind Labor Mgmt Co Tr
Serves this area from Martinez, CA (43 mi)#8Wespac Plan Services, LLC
Serves this area from Orinda, CA (48 mi)#9Wespac Plan Services, LLC
Serves this area from Orinda, CA (48 mi)#10Pacific Service Employees Assoc.
Serves this area from Concord, CA (49 mi)
6 more providers serving this area
- Relation Insurance Services, Pleasant Hill, CA (49 mi)
- Relation Insurance Services Of Cali, Pleasant Hill, CA (49 mi)
- Relation Insurance Services, Contra Costa Centre, CA (50 mi)
- California Retirement Plans, Walnut Creek, CA (51 mi)
- Pensionone Advisors, Inc., Walnut Creek, CA (52 mi)
- Armanino LLP, San Ramon, CA (62 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Santa Rosa?
We list 16 401(k) TPAs and recordkeepers serving Santa Rosa, CA: 1 based there and 15 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 Rosa?
The top-ranked 401(k) TPAs and recordkeepers serving Santa Rosa, CA are Jordan & Associates Retirement Svcs, Marin Benefits Administrators, Global Retirement Partners, Global Retirement Partners, LLC and Primark Benefits. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Santa Rosa are verified against official records?
10 of the top 10 match an active official record: Jordan & Associates Retirement Svcs (U.S. Department of Labor), Marin Benefits Administrators (U.S. Department of Labor), Global Retirement Partners (U.S. Department of Labor), Global Retirement Partners, LLC (U.S. Department of Labor) and Primark Benefits (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 .