#1Professional Benefit Services
Serves this area from Salem, OR (18 mi)
401(k) TPAs & Recordkeepers in Polk County, OR
The top-ranked 401(k) TPAs and recordkeepers serving Polk County, OR are Professional Benefit Services, Deborah L. Patten CPA LLC and Associated Oregon Loggers Health Be. We list 5 401(k) TPAs and recordkeepers serving Polk 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 Polk 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 Polk County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Professional Benefit Services | Plan administrator or recordkeeper on 14 Form 5500 filings (plan year 2025) | Salem, OR (18 mi) | (503) 371-7622 |
| 2 | Deborah L. Patten CPA LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Salem, OR (19 mi) | — |
| 3 | Associated Oregon Loggers Health Be | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Salem, OR (19 mi) | (503) 364-1330 |
| 4 | Capstone Wealth Advisors | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Salem, OR (19 mi) | (503) 967-1980 |
| 5 | Chinook Winds Casino Resort | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | Lincoln City, WA (31 mi) | (888) 244-6665 |
#2Deborah L. Patten CPA LLC
Serves this area from Salem, OR (19 mi)#3Associated Oregon Loggers Health Be
Serves this area from Salem, OR (19 mi)#4Capstone Wealth Advisors
Serves this area from Salem, OR (19 mi)#5Chinook Winds Casino Resort
Serves this area from Lincoln City, WA (31 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Polk County?
We list 5 401(k) TPAs and recordkeepers serving Polk 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 Polk County?
The top-ranked 401(k) TPAs and recordkeepers serving Polk County, OR are Professional Benefit Services, Deborah L. Patten CPA LLC, Associated Oregon Loggers Health Be, Capstone Wealth Advisors and Chinook Winds Casino Resort. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Polk County are verified against official records?
5 of the top 5 match an active official record: Professional Benefit Services (U.S. Department of Labor), Deborah L. Patten CPA LLC (U.S. Department of Labor), Associated Oregon Loggers Health Be (U.S. Department of Labor), Capstone Wealth Advisors (U.S. Department of Labor) and Chinook Winds Casino Resort (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
Dallas, Monmouth, Independence, Grand Ronde, Falls City, Fort Hill, Rickreall, Eola