401(k) TPAs & Recordkeepers in Osceola County, FL
The top-ranked 401(k) TPAs and recordkeepers serving Osceola County, FL are Alight, Plansource Benefits Administration and Bates & Company. We list 4 401(k) TPAs and recordkeepers serving Osceola County, FL. 4 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 Osceola County, FL. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked 401(k) TPAs and recordkeepers for Osceola County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Alight | Plan administrator or recordkeeper on 36 Form 5500 filings (plan year 2025) | University, FL (36 mi) | — |
| 2 | Plansource Benefits Administration | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2024) | Orlando, FL (36 mi) | — |
| 3 | Bates & Company | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Winter Park, FL (39 mi) | — |
| 4 | Osprey Contractor Consulting LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | FL | — |
- Serves this area from University, FL (36 mi)
#2Plansource Benefits Administration
Serves this area from Orlando, FL (36 mi)#3Bates & Company
Serves this area from Winter Park, FL (39 mi)#4Osprey Contractor Consulting LLC
Serves this area from FL
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Osceola County?
We list 4 401(k) TPAs and recordkeepers serving Osceola County, FL: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Osceola County?
The top-ranked 401(k) TPAs and recordkeepers serving Osceola County, FL are Alight, Plansource Benefits Administration, Bates & Company and Osprey Contractor Consulting LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Osceola County are verified against official records?
4 of the top 4 match an active official record: Alight (U.S. Department of Labor), Plansource Benefits Administration (U.S. Department of Labor), Bates & Company (U.S. Department of Labor) and Osprey Contractor Consulting LLC (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
Kissimmee, St. Cloud, Four Corners, Buenaventura Lakes, Celebration, Campbell, Yeehaw Junction