#1Shasta Administrative Services
Serves this area from Redmond, OR (25 mi)
401(k) TPAs & Recordkeepers in Jefferson County, OR
The top-ranked 401(k) TPAs and recordkeepers serving Jefferson County, OR are Shasta Administrative Services, Associated Oregon Loggers Health Be and Capstone Wealth Advisors. We list 5 401(k) TPAs and recordkeepers serving Jefferson County, 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 Jefferson County, OR. 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 Jefferson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Shasta Administrative Services | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Redmond, OR (25 mi) | — |
| 2 | Associated Oregon Loggers Health Be | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Salem, OR (92 mi) | (503) 364-1330 |
| 3 | Capstone Wealth Advisors | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Salem, OR (92 mi) | (503) 967-1980 |
| 4 | Professional Benefit Services | Plan administrator or recordkeeper on 14 Form 5500 filings (plan year 2025) | Salem, OR (93 mi) | (503) 371-7622 |
| 5 | Deborah L. Patten CPA LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Salem, OR (93 mi) | — |
#2Associated Oregon Loggers Health Be
Serves this area from Salem, OR (92 mi)#3Capstone Wealth Advisors
Serves this area from Salem, OR (92 mi)#4Professional Benefit Services
Serves this area from Salem, OR (93 mi)#5Deborah L. Patten CPA LLC
Serves this area from Salem, OR (93 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Jefferson County?
We list 5 401(k) TPAs and recordkeepers serving Jefferson County, 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 Jefferson County?
The top-ranked 401(k) TPAs and recordkeepers serving Jefferson County, OR are Shasta Administrative Services, Associated Oregon Loggers Health Be, Capstone Wealth Advisors, Professional Benefit Services and Deborah L. Patten CPA LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Jefferson County are verified against official records?
5 of the top 5 match an active official record: Shasta Administrative Services (U.S. Department of Labor), Associated Oregon Loggers Health Be (U.S. Department of Labor), Capstone Wealth Advisors (U.S. Department of Labor), Professional Benefit Services (U.S. Department of Labor) and Deborah L. Patten CPA 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 .
Communities served
Madras, Crooked River Ranch, Warm Springs, Culver, Metolius, Camp Sherman