#1Penserv
Based in Clearwater, FL
401(k) TPAs & Recordkeepers in Clearwater, FL
The top-ranked 401(k) TPAs and recordkeepers serving Clearwater, FL are Penserv, Penservco, Inc. and Wlt Software. We list 21 401(k) TPAs and recordkeepers serving Clearwater, FL. 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 Clearwater, FL (Pinellas 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 Clearwater
#2Penservco, Inc.
Based in Clearwater, FL#3Wlt Software
Based in Clearwater, FL#4American Pension Services, LLC.
Serves this area from Safety Harbor, FL (4 mi)#5Raymond James
Serves this area from Clearwater, FL (5 mi)#6Coastal Pension Consultants Inc
Serves this area from Palm Harbor, FL (7 mi)#7Bsp Consulting, PLLC
Serves this area from Oldsmar, FL (7 mi)#8Janet A. Panebianco, CPA, PLLC
Serves this area from Oldsmar, FL (7 mi)#9Raymond James Financial Service
Serves this area from St. Petersburg, FL (9 mi)#10Wells Fargo
Serves this area from St. Petersburg, FL (9 mi)
11 more providers serving this area
- Raymond James, St. Petersburg, FL (10 mi)
- William E. Hamm And Associates, Inc, Tampa, FL (12 mi)
- Hr Advocates, Tampa, FL (15 mi)
- Pcs Financial Services, Tampa, FL (16 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (17 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (17 mi)
- William K Willson, Tampa, FL (18 mi)
- Concurrent Invest Advisors, LLC, Tampa, FL (19 mi)
- Continental Benefits, Tampa, FL (20 mi)
- Florida Retirement Consultants, FL
- Florida Retirement Consultants, FL
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Clearwater?
We list 21 401(k) TPAs and recordkeepers serving Clearwater, FL: 3 based there and 18 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 Clearwater?
The top-ranked 401(k) TPAs and recordkeepers serving Clearwater, FL are Penserv, Penservco, Inc., Wlt Software, American Pension Services, LLC. and Raymond James. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Clearwater are verified against official records?
10 of the top 10 match an active official record: Penserv (U.S. Department of Labor), Penservco, Inc. (U.S. Department of Labor), Wlt Software (U.S. Department of Labor), American Pension Services, LLC. (U.S. Department of Labor) and Raymond James (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 .