#1Ascensus Financial Services, LLC
Based in PA
401(k) TPAs & Recordkeepers in Montgomery County, PA
The top-ranked 401(k) TPAs and recordkeepers serving Montgomery County, PA are Ascensus Financial Services, LLC, Ascensus, Inc. and Ascensus LLC. We list 42 401(k) TPAs and recordkeepers serving Montgomery County, PA. 30 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 Montgomery County, PA. 42 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked 401(k) TPAs and recordkeepers for Montgomery County
#2Ascensus, Inc.
Based in PA#3Ascensus LLC
Based in PA#4Associated Benefit Planners, Ltd.
Based in King of Prussia, PA#5Atr, Inc.
Based in King of Prussia, PA#6Health Advocate
Based in PA#7Healthcare Strategies Inc
Based in PA#8Highway To Health, Inc
Based in King of Prussia, PA#9Keystone 74 Benefits & Admin
Based in PA#10Meritain Health
Based in Blue Bell, PA
20 more providers serving this area
- N.a. Falcone & Associates, Inc., Willow Grove, PA
- Newport Group, Inc., PA
- Sei Investments Company, Oaks, PA
- Sei Trust Company, Oaks, PA
- The Paragon Alliance Group, LLC, PA
- Vanguard Investments, Plymouth Meeting, PA
- Oneill Consulting Corp, PA
- Nfp Corporate Services SE Inc., Chesterbrook, PA (11 mi)
- Tycor Benefit Administrators Inc, Chesterbrook, PA (11 mi)
- Creative Planning Holdco, LLC, PA
- Nfp Corporate Services (PA), Inc., PA
- The Vanguard Group, PA
- The Vanguard Group, Inc., PA
- Vanguard Group, Inc., PA
- Wellworks For You, PA
- The Mandmarblestone Group LLC, PA
- Adp, Philadelphia, PA (19 mi)
- Aetna, Philadelphia, PA (19 mi)
- Morgan Lewis & Bockius LLP, Philadelphia, PA (19 mi)
- Eastern Atlantic States Carpenters, Philadelphia, PA (20 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Montgomery County?
We list 42 401(k) TPAs and recordkeepers serving Montgomery County, PA: 16 based there and 26 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Montgomery County?
The top-ranked 401(k) TPAs and recordkeepers serving Montgomery County, PA are Ascensus Financial Services, LLC, Ascensus, Inc., Ascensus LLC, Associated Benefit Planners, Ltd. and Atr, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Montgomery County are verified against official records?
10 of the top 10 match an active official record: Ascensus Financial Services, LLC (U.S. Department of Labor), Ascensus, Inc. (U.S. Department of Labor), Ascensus LLC (U.S. Department of Labor), Associated Benefit Planners, Ltd. (U.S. Department of Labor) and Atr, Inc. (U.S. Department of Labor), and 5 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 Montgomery County
Communities served
King of Prussia, Pottstown, Lansdale, Horsham, Willow Grove, Ardmore, Montgomeryville, Harleysville, Roslyn, Conshohocken, Bala Cynwyd, Audubon, Sanatoga, Hatboro, Villanova, Kulpsville, Glenside, Plymouth Meeting, Souderton, Elkins Park, Ambler, Maple Glen, Blue Bell, Penn Wynne, Oreland, Fort Washington, Bryn Mawr, Wyndmoor, Merion Station, Gilbertsville, Trooper, Bridgeport, Collegeville, Royersford, Flourtown, Jenkintown, Eagleville, Narberth, Skippack, Pennsburg, Trappe, Spring House, Stowe, Hatfield, Rosemont, Pottsgrove, North Wales, Halfway House, East Greenville, McKinley, Wyncote, Rockledge, Red Hill, Evansburg, Spring Mount, Cheltenham Village, Mont Clare, West Conshohocken, Swedeland, Bryn Athyn