#1Penchecks
Serves this area from La Mesa, CA (6 mi)
401(k) TPAs & Recordkeepers in Santee, CA
The top-ranked 401(k) TPAs and recordkeepers serving Santee, CA are Penchecks, Steller Pension Consultants, Inc and Lpl Financial. We list 49 401(k) TPAs and recordkeepers serving Santee, 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 Santee, 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 Santee
#2Steller Pension Consultants, Inc
Serves this area from La Mesa, CA (6 mi)#3Lpl Financial
Serves this area from San Diego, CA (8 mi)#4San Diego Pension Consultants
Serves this area from San Diego, CA (8 mi)#5Medimpact
Serves this area from San Diego, CA (9 mi)#6Premier Plan Consultants Inc
Serves this area from San Diego, CA (12 mi)#7Lpl Financial Corporation Rpcp
Serves this area from San Diego, CA (13 mi)#8Pruco Securities, LLC
Serves this area from San Diego, CA (13 mi)#9Financial Sense Advisors, Inc.
Serves this area from CA#10Active & Fit American Specialty Hea
Serves this area from San Diego, CA (13 mi)
20 more providers serving this area
- Alliant Insurance Services, Inc., San Diego, CA (14 mi)
- Polycomp Administrative Services, San Diego, CA (14 mi)
- Ascensus Holdings Inc DBA, San Diego, CA (14 mi)
- Ascensus Holdings Inc DBA Futurepla, San Diego, CA (14 mi)
- Ascensus Holdings Inc DBA Futurepla, San Diego, CA (14 mi)
- Futureplan By Ascensus, San Diego, CA (14 mi)
- First Allied Securities Inc, San Diego, CA (14 mi)
- Centrix Benefit Administrators, Inc, Chula Vista, CA (16 mi)
- Centrix Benefit Administrators, Inc, Chula Vista, CA (16 mi)
- Concurrent Investment Advisors, LLC, San Diego, CA (16 mi)
- Plan Design Consultants, Inc., Carlsbad, CA (22 mi)
- Cornerstone Wealth Advisors, Carlsbad, CA (26 mi)
- Trombino Pension Administrators Inc, Temecula, CA (42 mi)
- Pension Professionals, Inc., Rancho Santa Margarita, CA (65 mi)
- 401k Advisors Inc, Aliso Viejo, CA (66 mi)
- Nfp Retirement Inc, Aliso Viejo, CA (66 mi)
- United Retirement Plan Consultants, Laguna Hills, CA (68 mi)
- California Pension Admin, Lake Forest, CA (69 mi)
- Greenlight Information Services, Irvine, CA (70 mi)
- Usi Insurance Services Ntl, Inc., Irvine, CA (71 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Santee?
We list 49 401(k) TPAs and recordkeepers serving Santee, CA: 0 based there and 49 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 Santee?
The top-ranked 401(k) TPAs and recordkeepers serving Santee, CA are Penchecks, Steller Pension Consultants, Inc, Lpl Financial, San Diego Pension Consultants and Medimpact. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Santee are verified against official records?
10 of the top 10 match an active official record: Penchecks (U.S. Department of Labor), Steller Pension Consultants, Inc (U.S. Department of Labor), Lpl Financial (U.S. Department of Labor), San Diego Pension Consultants (U.S. Department of Labor) and Medimpact (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 .