#1 Plansource Benefits Administration
Serves this area from Orlando, FL (40 mi)
401(k) TPAs & Recordkeepers in Winter Haven, FL
The top-ranked 401(k) TPAs and recordkeepers serving Winter Haven, FL are Plansource Benefits Administration, Osprey Contractor Consulting LLC and Bates & Company. We list 16 401(k) TPAs and recordkeepers serving Winter Haven, FL. 16 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 Winter Haven, FL (Polk County). 16 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 Winter Haven
#2 Osprey Contractor Consulting LLC
Serves this area from FL#3 Bates & Company
Serves this area from Winter Park, FL (44 mi)#4 Continental Benefits
Serves this area from Tampa, FL (44 mi)#5 Concurrent Invest Advisors, LLC
Serves this area from Tampa, FL (45 mi)Call (813) 575-2652 · Website#6 William K Willson
Serves this area from Tampa, FL (46 mi)#7 Pcs Financial Services
Serves this area from Tampa, FL (48 mi)#8 Hr Advocates
Serves this area from Tampa, FL (49 mi)#9 Alight
Serves this area from University, FL (49 mi)#10 Florida Retirement Consultants
Serves this area from FL
6 more providers serving this area
- Florida Retirement Consultants, FL
- William E. Hamm And Associates, Inc, Tampa, FL (51 mi)
- Kb Pension Services Inc, Lakewood Ranch, FL (63 mi)
- Kb Pension Services, Inc., Lakewood Ranch, FL (63 mi)
- Kb Pension Services, Inc., Lakewood Ranch, FL (63 mi)
- Charles Nechtem, Longboat Key, FL (71 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Winter Haven?
We list 16 401(k) TPAs and recordkeepers serving Winter Haven, FL: 0 based there and 16 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 Winter Haven?
The top-ranked 401(k) TPAs and recordkeepers serving Winter Haven, FL are Plansource Benefits Administration, Osprey Contractor Consulting LLC, Bates & Company, Continental Benefits and Concurrent Invest Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Winter Haven are verified against official records?
10 of the top 10 match an active official record: Plansource Benefits Administration (U.S. Department of Labor), Osprey Contractor Consulting LLC (U.S. Department of Labor), Bates & Company (U.S. Department of Labor), Continental Benefits (U.S. Department of Labor) and Concurrent Invest Advisors, LLC (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 .