#1 Gwn Securities
Serves this area from Palm Beach Gardens, FL (58 mi)
401(k) TPAs & Recordkeepers in Okeechobee County, FL
The top-ranked 401(k) TPAs and recordkeepers serving Okeechobee County, FL are Gwn Securities, David G Leonard & Assoc. Inc. and Jax Banks DBA The Storick Group. We list 3 401(k) TPAs and recordkeepers serving Okeechobee County, FL. 3 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 Okeechobee County, FL. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked 401(k) TPAs and recordkeepers for Okeechobee County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Gwn Securities | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Palm Beach Gardens, FL (58 mi) | — |
| 2 | David G Leonard & Assoc. Inc. | ✓ Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | Delray Beach, FL (80 mi) | — |
| 3 | Jax Banks DBA The Storick Group | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Boca Raton, FL (82 mi) | — |
#2 David G Leonard & Assoc. Inc.
Serves this area from Delray Beach, FL (80 mi)#3 Jax Banks DBA The Storick Group
Serves this area from Boca Raton, FL (82 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Okeechobee County?
We list 3 401(k) TPAs and recordkeepers serving Okeechobee County, FL: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Okeechobee County?
The top-ranked 401(k) TPAs and recordkeepers serving Okeechobee County, FL are Gwn Securities, David G Leonard & Assoc. Inc. and Jax Banks DBA The Storick Group. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Okeechobee County are verified against official records?
3 of the top 3 match an active official record: Gwn Securities (U.S. Department of Labor), David G Leonard & Assoc. Inc. (U.S. Department of Labor) and Jax Banks DBA The Storick Group (U.S. Department of Labor). 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 .
Communities served
Okeechobee, Taylor Creek, Cypress Quarters