#1Aaaa Benefits, Inc
Based in Charlotte, NC
401(k) TPAs & Recordkeepers in Charlotte, NC
The top-ranked 401(k) TPAs and recordkeepers serving Charlotte, NC are Aaaa Benefits, Inc, Aps-pentegra and Bank Of America Corporate Center. We list 19 401(k) TPAs and recordkeepers serving Charlotte, NC. 19 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 Charlotte, NC (Mecklenburg County). 19 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 Charlotte
#2Aps-pentegra
Based in Charlotte, NC#3Bank Of America Corporate Center
Based in Charlotte, NC· Website#4Bb&t Institutional Services
Based in Charlotte, NC#5Catapult
Based in Charlotte, NC#6Healthgram, Inc
Based in Charlotte, NC#7Integra Employer Health DBA Maestro
Based in Charlotte, NC#8Linden Thomas & Company
Based in Charlotte, NC#9Maxus Plan Solutions, Inc.
Based in Charlotte, NC#10Morgan Stanley Smith Barney
Based in Charlotte, NC
9 more providers serving this area
- Pentegra Services Inc, Charlotte, NC
- Pentegra Services Inc, Charlotte, NC
- Retirement Clearinghouse, LLC, Charlotte, NC
- The Newport Group, Charlotte, NC
- Tucker Administrators, Inc., Charlotte, NC
- Corporate Benefit Services, Charlotte, NC (0 mi)
- Corporate Chaplains, Charlotte, NC (0 mi)
- Blue Sky 401(k) Specialists, Inc., Matthews, NC (9 mi)
- Precision Tpa, LLC, NC
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Charlotte?
We list 19 401(k) TPAs and recordkeepers serving Charlotte, NC: 15 based there and 4 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 Charlotte?
The top-ranked 401(k) TPAs and recordkeepers serving Charlotte, NC are Aaaa Benefits, Inc, Aps-pentegra, Bank Of America Corporate Center, Bb&t Institutional Services and Catapult. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Charlotte are verified against official records?
10 of the top 10 match an active official record: Aaaa Benefits, Inc (U.S. Department of Labor), Aps-pentegra (U.S. Department of Labor), Bank Of America Corporate Center (U.S. Department of Labor), Bb&t Institutional Services (U.S. Department of Labor) and Catapult (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 .