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