#1Continental Benefits
Serves this area from Tampa, FL (13 mi)
401(k) TPAs & Recordkeepers in Valrico, FL
The top-ranked 401(k) TPAs and recordkeepers serving Valrico, FL are Continental Benefits, Concurrent Invest Advisors, LLC and William K Willson. We list 25 401(k) TPAs and recordkeepers serving Valrico, FL. 25 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 Valrico, FL (Hillsborough County). 25 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 Valrico
#2Concurrent Invest Advisors, LLC
Serves this area from Tampa, FL (14 mi)#3William K Willson
Serves this area from Tampa, FL (15 mi)#4Pcs Financial Services
Serves this area from Tampa, FL (18 mi)#5Hr Advocates
Serves this area from Tampa, FL (18 mi)#6William E. Hamm And Associates, Inc
Serves this area from Tampa, FL (21 mi)#7Raymond James
Serves this area from St. Petersburg, FL (26 mi)#8Raymond James Financial Service
Serves this area from St. Petersburg, FL (27 mi)#9Wells Fargo
Serves this area from St. Petersburg, FL (27 mi)#10Florida Retirement Consultants
Serves this area from FL
15 more providers serving this area
- Florida Retirement Consultants, FL
- Raymond James & Associates, Inc., St. Petersburg, FL (28 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (28 mi)
- Bsp Consulting, PLLC, Oldsmar, FL (28 mi)
- Janet A. Panebianco, CPA, PLLC, Oldsmar, FL (28 mi)
- American Pension Services, LLC., Safety Harbor, FL (30 mi)
- Penserv, Clearwater, FL (31 mi)
- Penservco, Inc., Clearwater, FL (31 mi)
- Raymond James, Clearwater, FL (31 mi)
- Wlt Software, Clearwater, FL (31 mi)
- Coastal Pension Consultants Inc, Palm Harbor, FL (34 mi)
- Kb Pension Services Inc, Lakewood Ranch, FL (39 mi)
- Kb Pension Services, Inc., Lakewood Ranch, FL (39 mi)
- Kb Pension Services, Inc., Lakewood Ranch, FL (39 mi)
- Charles Nechtem, Longboat Key, FL (44 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Valrico?
We list 25 401(k) TPAs and recordkeepers serving Valrico, FL: 0 based there and 25 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 Valrico?
The top-ranked 401(k) TPAs and recordkeepers serving Valrico, FL are Continental Benefits, Concurrent Invest Advisors, LLC, William K Willson, Pcs Financial Services and Hr Advocates. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Valrico are verified against official records?
10 of the top 10 match an active official record: Continental Benefits (U.S. Department of Labor), Concurrent Invest Advisors, LLC (U.S. Department of Labor), William K Willson (U.S. Department of Labor), Pcs Financial Services (U.S. Department of Labor) and Hr Advocates (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 .