#1Premier Retirement Services, Inc.
Serves this area from Canby, OR (11 mi)
401(k) TPAs & Recordkeepers in Woodburn, OR
The top-ranked 401(k) TPAs and recordkeepers serving Woodburn, OR are Premier Retirement Services, Inc., Deborah L. Patten CPA LLC and Associated Oregon Loggers Health Be. We list 7 401(k) TPAs and recordkeepers serving Woodburn, 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 Woodburn, OR (Marion County). 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 Woodburn
#2Deborah L. Patten CPA LLC
Serves this area from Salem, OR (17 mi)#3Associated Oregon Loggers Health Be
Serves this area from Salem, OR (18 mi)#4Capstone Wealth Advisors
Serves this area from Salem, OR (18 mi)#5Majoris Health System
Serves this area from Lake Oswego, OR (20 mi)#6Professional Benefit Services
Serves this area from Salem, OR (20 mi)#7Pinnacle Wealth Advisors
Serves this area from OR
Request quotes
Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Woodburn?
We list 7 401(k) TPAs and recordkeepers serving Woodburn, OR: 0 based there and 7 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 Woodburn?
The top-ranked 401(k) TPAs and recordkeepers serving Woodburn, OR are Premier Retirement Services, Inc., Deborah L. Patten CPA LLC, Associated Oregon Loggers Health Be, Capstone Wealth Advisors and Majoris Health System. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Woodburn are verified against official records?
7 of the top 7 match an active official record: Premier Retirement Services, Inc. (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 Majoris Health System (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 .