401(k) TPAs & Recordkeepers in Bend, OR
The top-ranked 401(k) TPAs and recordkeepers serving Bend, OR are Shasta Administrative Services, Pacificsource Health Plans and Oregon Pacific-cascade Chapter Neca. We list 5 401(k) TPAs and recordkeepers serving Bend, OR. 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 Bend, OR (Deschutes 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 Bend
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Shasta Administrative Services | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Redmond, OR (17 mi) | — |
| 2 | Pacificsource Health Plans | ✓ Plan administrator or recordkeeper on 3 Form 5500 filings (plan year 2025) | Springfield, OR (86 mi) | (800) 624-6052 |
| 3 | Oregon Pacific-cascade Chapter Neca | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Springfield, OR (86 mi) | — |
| 4 | O'connell Pension Consulting | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Eugene, OR (90 mi) | (541) 338-7631 |
| 5 | Prime Pensions Northwest, LLC | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Eugene, OR (90 mi) | — |
- Serves this area from Redmond, OR (17 mi)
#2 Pacificsource Health Plans
Serves this area from Springfield, OR (86 mi)Call (800) 624-6052#3 Oregon Pacific-cascade Chapter Neca
Serves this area from Springfield, OR (86 mi)#4 O'connell Pension Consulting
Serves this area from Eugene, OR (90 mi)Call (541) 338-7631 · Website#5 Prime Pensions Northwest, LLC
Serves this area from Eugene, OR (90 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Bend?
We list 5 401(k) TPAs and recordkeepers serving Bend, OR: 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 Bend?
The top-ranked 401(k) TPAs and recordkeepers serving Bend, OR are Shasta Administrative Services, Pacificsource Health Plans, Oregon Pacific-cascade Chapter Neca, O'connell Pension Consulting and Prime Pensions Northwest, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Bend are verified against official records?
5 of the top 5 match an active official record: Shasta Administrative Services (U.S. Department of Labor), Pacificsource Health Plans (U.S. Department of Labor), Oregon Pacific-cascade Chapter Neca (U.S. Department of Labor), O'connell Pension Consulting (U.S. Department of Labor) and Prime Pensions Northwest, LLC (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 .