401(k) TPAs & Recordkeepers in Montgomery County, IL
The top-ranked 401(k) TPAs and recordkeepers serving Montgomery County, IL are Sheet Metal Workers 218 Union, Horace Mann Life Insurance Company and Plumbers 553 Health & Welfare Fund. We list 3 401(k) TPAs and recordkeepers serving Montgomery County, IL. 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 Montgomery County, IL. 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 Montgomery County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Sheet Metal Workers 218 Union | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Springfield, IL (38 mi) | (217) 529-0161 |
| 2 | Horace Mann Life Insurance Company | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Springfield, IL (40 mi) | — |
| 3 | Plumbers 553 Health & Welfare Fund | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | East Alton, IL (41 mi) | — |
- Serves this area from Springfield, IL (38 mi)
#2Horace Mann Life Insurance Company
Serves this area from Springfield, IL (40 mi)#3Plumbers 553 Health & Welfare Fund
Serves this area from East Alton, IL (41 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Montgomery County?
We list 3 401(k) TPAs and recordkeepers serving Montgomery County, IL: 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 Montgomery County?
The top-ranked 401(k) TPAs and recordkeepers serving Montgomery County, IL are Sheet Metal Workers 218 Union, Horace Mann Life Insurance Company and Plumbers 553 Health & Welfare Fund. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Montgomery County are verified against official records?
3 of the top 3 match an active official record: Sheet Metal Workers 218 Union (U.S. Department of Labor), Horace Mann Life Insurance Company (U.S. Department of Labor) and Plumbers 553 Health & Welfare Fund (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
Litchfield, Hillsboro, Nokomis, Raymond, Witt, Taylor Springs, Farmersville, Coffeen, Schram City, Irving, Panama, Coalton, Fillmore, Waggoner, Harvel, Butler, Donnellson, Ohlman, Walshville, Wenonah