#1Northwest Retirement Plans Inc
Serves this area from Medford, OR (65 mi)
401(k) TPAs & Recordkeepers in Klamath County, OR
The top-ranked 401(k) TPAs and recordkeepers serving Klamath County, OR are Northwest Retirement Plans Inc, Shasta Administrative Services and Oregon Pacific-cascade Chapter Neca. We list 6 401(k) TPAs and recordkeepers serving Klamath County, OR. 6 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 Klamath County, OR. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked 401(k) TPAs and recordkeepers for Klamath County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Northwest Retirement Plans Inc | Plan administrator or recordkeeper on 3 Form 5500 filings (plan year 2025) | Medford, OR (65 mi) | (541) 776-4080 |
| 2 | Shasta Administrative Services | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Redmond, OR (113 mi) | — |
| 3 | Oregon Pacific-cascade Chapter Neca | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Springfield, OR (119 mi) | — |
| 4 | Pacificsource Health Plans | Plan administrator or recordkeeper on 3 Form 5500 filings (plan year 2025) | Springfield, OR (119 mi) | (800) 624-6052 |
| 5 | Prime Pensions Northwest, LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Eugene, OR (121 mi) | — |
| 6 | O'connell Pension Consulting | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Eugene, OR (122 mi) | (541) 338-7631 |
#2Shasta Administrative Services
Serves this area from Redmond, OR (113 mi)#3Oregon Pacific-cascade Chapter Neca
Serves this area from Springfield, OR (119 mi)#4Pacificsource Health Plans
Serves this area from Springfield, OR (119 mi)#5Prime Pensions Northwest, LLC
Serves this area from Eugene, OR (121 mi)#6O'connell Pension Consulting
Serves this area from Eugene, OR (122 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Klamath County?
We list 6 401(k) TPAs and recordkeepers serving Klamath County, OR: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Klamath County?
The top-ranked 401(k) TPAs and recordkeepers serving Klamath County, OR are Northwest Retirement Plans Inc, Shasta Administrative Services, Oregon Pacific-cascade Chapter Neca, Pacificsource Health Plans 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 Klamath County are verified against official records?
6 of the top 6 match an active official record: Northwest Retirement Plans Inc (U.S. Department of Labor), Shasta Administrative Services (U.S. Department of Labor), Oregon Pacific-cascade Chapter Neca (U.S. Department of Labor), Pacificsource Health Plans (U.S. Department of Labor) and Prime Pensions Northwest, LLC (U.S. Department of Labor), and 1 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 .
Communities served
Klamath Falls, Altamont, Keno, Merrill, Running Y Ranch, Chiloquin, Malin, Falcon Heights, Bonanza, Crescent, Oregon Shores, Rocky Point, Gilchrist, Bly, Crescent Lake, Sprague River, Chemult, Beatty, Beaver Marsh, Fort Klamath