#1Associated Oregon Loggers Health Be
Based in Salem, OR
401(k) TPAs & Recordkeepers in Marion County, OR
The top-ranked 401(k) TPAs and recordkeepers serving Marion County, OR are Associated Oregon Loggers Health Be, Capstone Wealth Advisors and Deborah L. Patten CPA LLC. We list 7 401(k) TPAs and recordkeepers serving Marion County, OR. 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 Marion County, OR. 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 Marion County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Associated Oregon Loggers Health Be | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Salem, OR | (503) 364-1330 |
| 2 | Capstone Wealth Advisors | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Salem, OR | (503) 967-1980 |
| 3 | Deborah L. Patten CPA LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Salem, OR | — |
| 4 | Professional Benefit Services | Plan administrator or recordkeeper on 14 Form 5500 filings (plan year 2025) | Salem, OR | (503) 371-7622 |
| 5 | Premier Retirement Services, Inc. | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Canby, OR (25 mi) | — |
| 6 | Majoris Health System | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Lake Oswego, OR (36 mi) | (503) 639-6080 |
| 7 | Pinnacle Wealth Advisors | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | OR | (503) 654-5100 |
#2Capstone Wealth Advisors
Based in Salem, OR#3Deborah L. Patten CPA LLC
Based in Salem, OR#4Professional Benefit Services
Based in Salem, OR#5Premier Retirement Services, Inc.
Serves this area from Canby, OR (25 mi)#6Majoris Health System
Serves this area from Lake Oswego, OR (36 mi)#7Pinnacle Wealth Advisors
Serves this area from OR
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Marion County?
We list 7 401(k) TPAs and recordkeepers serving Marion County, OR: 4 based there and 3 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 Marion County?
The top-ranked 401(k) TPAs and recordkeepers serving Marion County, OR are Associated Oregon Loggers Health Be, Capstone Wealth Advisors, Deborah L. Patten CPA LLC, Professional Benefit Services and Premier Retirement Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Marion County are verified against official records?
7 of the top 7 match an active official record: Associated Oregon Loggers Health Be (U.S. Department of Labor), Capstone Wealth Advisors (U.S. Department of Labor), Deborah L. Patten CPA LLC (U.S. Department of Labor), Professional Benefit Services (U.S. Department of Labor) and Premier Retirement Services, Inc. (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 Marion County
Communities served
Hayesville, Four Corners, Silverton, Stayton, Aumsville, Mount Angel, Hubbard, Jefferson, Sublimity, Gervais, Turner, Aurora, Donald, Gates, Brooks, Labish Village, St. Paul, Scotts Mills, Mehama, Marion, Butteville, Detroit, Idanha