#1Definiti LLC
Serves this area from Cary, NC (6 mi)
401(k) TPAs & Recordkeepers in Apex, NC
The top-ranked 401(k) TPAs and recordkeepers serving Apex, NC are Definiti LLC, Retirement Plan Solutions, Inc. and Qrps, Inc.. We list 7 401(k) TPAs and recordkeepers serving Apex, NC. 7 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 Apex, NC (Wake County). 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked 401(k) TPAs and recordkeepers for Apex
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Definiti LLC | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | Cary, NC (6 mi) | — |
| 2 | Retirement Plan Solutions, Inc. | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Cary, NC (6 mi) | — |
| 3 | Qrps, Inc. | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Raleigh, NC (15 mi) | — |
| 4 | Capfinancial Partners, LLC | Plan administrator or recordkeeper on 25 Form 5500 filings (plan year 2025) | Raleigh, NC (16 mi) | — |
| 5 | Community Bank Services Inc | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2024) | Raleigh, NC (16 mi) | — |
| 6 | Nc Center For Non Profits Associati | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Raleigh, NC (17 mi) | — |
| 7 | Interactive Medical Systems, Corp | Plan administrator or recordkeeper on 3 Form 5500 filings (plan year 2024) | Wake Forest, NC (25 mi) | (919) 877-9933 |
#2Retirement Plan Solutions, Inc.
Serves this area from Cary, NC (6 mi)#3Qrps, Inc.
Serves this area from Raleigh, NC (15 mi)#4Capfinancial Partners, LLC
Serves this area from Raleigh, NC (16 mi)#5Community Bank Services Inc
Serves this area from Raleigh, NC (16 mi)#6Nc Center For Non Profits Associati
Serves this area from Raleigh, NC (17 mi)#7Interactive Medical Systems, Corp
Serves this area from Wake Forest, NC (25 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Apex?
We list 7 401(k) TPAs and recordkeepers serving Apex, NC: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Apex?
The top-ranked 401(k) TPAs and recordkeepers serving Apex, NC are Definiti LLC, Retirement Plan Solutions, Inc., Qrps, Inc., Capfinancial Partners, LLC and Community Bank Services Inc. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Apex are verified against official records?
7 of the top 7 match an active official record: Definiti LLC (U.S. Department of Labor), Retirement Plan Solutions, Inc. (U.S. Department of Labor), Qrps, Inc. (U.S. Department of Labor), Capfinancial Partners, LLC (U.S. Department of Labor) and Community Bank Services Inc (U.S. Department of Labor), and 2 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 .