#1Blue Sky 401(k) Specialists, Inc.
Serves this area from Matthews, NC (6 mi)
401(k) TPAs & Recordkeepers in Indian Trail, NC
The top-ranked 401(k) TPAs and recordkeepers serving Indian Trail, NC are Blue Sky 401(k) Specialists, Inc., Integra Employer Health DBA Maestro and Maxus Plan Solutions, Inc.. We list 19 401(k) TPAs and recordkeepers serving Indian Trail, 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 Indian Trail, NC (Union 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 Indian Trail
#2Integra Employer Health DBA Maestro
Serves this area from Charlotte, NC (7 mi)#3Maxus Plan Solutions, Inc.
Serves this area from Charlotte, NC (11 mi)#4Morgan Stanley Smith Barney
Serves this area from Charlotte, NC (11 mi)#5The Newport Group
Serves this area from Charlotte, NC (12 mi)#6Corporate Benefit Services
Serves this area from Charlotte, NC (14 mi)#7Corporate Chaplains
Serves this area from Charlotte, NC (14 mi)#8Aps-pentegra
Serves this area from Charlotte, NC (15 mi)#9Pentegra Services Inc
Serves this area from Charlotte, NC (15 mi)#10Pentegra Services Inc
Serves this area from Charlotte, NC (15 mi)
9 more providers serving this area
- Healthgram, Inc, Charlotte, NC (15 mi)
- Linden Thomas & Company, Charlotte, NC (15 mi)
- Bank Of America Corporate Center, Charlotte, NC (15 mi)
- Bb&t Institutional Services, Charlotte, NC (15 mi)
- Aaaa Benefits, Inc, Charlotte, NC (16 mi)
- Retirement Clearinghouse, LLC, Charlotte, NC (17 mi)
- Catapult, Charlotte, NC (17 mi)
- Tucker Administrators, Inc., Charlotte, NC (18 mi)
- Precision Tpa, LLC, NC
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Indian Trail?
We list 19 401(k) TPAs and recordkeepers serving Indian Trail, NC: 0 based there and 19 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 Indian Trail?
The top-ranked 401(k) TPAs and recordkeepers serving Indian Trail, NC are Blue Sky 401(k) Specialists, Inc., Integra Employer Health DBA Maestro, Maxus Plan Solutions, Inc., Morgan Stanley Smith Barney and The Newport Group. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Indian Trail are verified against official records?
10 of the top 10 match an active official record: Blue Sky 401(k) Specialists, Inc. (U.S. Department of Labor), Integra Employer Health DBA Maestro (U.S. Department of Labor), Maxus Plan Solutions, Inc. (U.S. Department of Labor), Morgan Stanley Smith Barney (U.S. Department of Labor) and The Newport Group (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 .