#1Berard & Associates
Serves this area from Suffern, NY (27 mi)
401(k) TPAs & Recordkeepers in Middletown, NY
The top-ranked 401(k) TPAs and recordkeepers serving Middletown, NY are Berard & Associates, Actuarial Ideas, Inc and Gitlin & Associates, LLP. We list 5 401(k) TPAs and recordkeepers serving Middletown, NY. 5 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 Middletown, NY (Orange County). 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked 401(k) TPAs and recordkeepers for Middletown
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Berard & Associates | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Suffern, NY (27 mi) | (845) 357-5668 |
| 2 | Actuarial Ideas, Inc | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Viola, NY (27 mi) | — |
| 3 | Gitlin & Associates, LLP | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Liberty, NY (30 mi) | (845) 292-7780 |
| 4 | Basil Castrovinci Associates Inc | Plan administrator or recordkeeper on 8 Form 5500 filings (plan year 2025) | Hopatcong, NJ (37 mi) | (973) 601-3828 |
| 5 | Health Care Admin | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Woodland Park, NJ (40 mi) | — |
#2Actuarial Ideas, Inc
Serves this area from Viola, NY (27 mi)#3Gitlin & Associates, LLP
Serves this area from Liberty, NY (30 mi)#4Basil Castrovinci Associates Inc
Serves this area from Hopatcong, NJ (37 mi)#5Health Care Admin
Serves this area from Woodland Park, NJ (40 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Middletown?
We list 5 401(k) TPAs and recordkeepers serving Middletown, NY: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Middletown?
The top-ranked 401(k) TPAs and recordkeepers serving Middletown, NY are Berard & Associates, Actuarial Ideas, Inc, Gitlin & Associates, LLP, Basil Castrovinci Associates Inc and Health Care Admin. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Middletown are verified against official records?
5 of the top 5 match an active official record: Berard & Associates (U.S. Department of Labor), Actuarial Ideas, Inc (U.S. Department of Labor), Gitlin & Associates, LLP (U.S. Department of Labor), Basil Castrovinci Associates Inc (U.S. Department of Labor) and Health Care Admin (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 .