401(k) TPAs & Recordkeepers in Somerset County, PA
The top-ranked 401(k) TPAs and recordkeepers serving Somerset County, PA are Cbiz Mhm, LLC, Int'l Brotherhood Of Teamsters 453 and Joint Board Of Trustees For Iw L568. We list 7 401(k) TPAs and recordkeepers serving Somerset County, PA. 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 Somerset County, PA. 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 Somerset County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cbiz Mhm, LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Cumberland, MD (27 mi) | — |
| 2 | Int'l Brotherhood Of Teamsters 453 | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Cumberland, MD (27 mi) | — |
| 3 | Joint Board Of Trustees For Iw L568 | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | Cumberland, MD (27 mi) | — |
| 4 | Plumbers & Steamfitters | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Cumberland, MD (27 mi) | — |
| 5 | C B Tracy & Associates DBA Tracyco | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2025) | PA | (724) 834-1090 |
| 6 | Duncan Accounting & Tax Services | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | Irwin, PA (44 mi) | — |
| 7 | Duncan Financial Group, LLC | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Irwin, PA (44 mi) | (724) 863-3420 |
- Serves this area from Cumberland, MD (27 mi)
#2Int'l Brotherhood Of Teamsters 453
Serves this area from Cumberland, MD (27 mi)#3Joint Board Of Trustees For Iw L568
Serves this area from Cumberland, MD (27 mi)#4Plumbers & Steamfitters
Serves this area from Cumberland, MD (27 mi)#5C B Tracy & Associates DBA Tracyco
Serves this area from PA#6Duncan Accounting & Tax Services
Serves this area from Irwin, PA (44 mi)#7Duncan Financial Group, LLC
Serves this area from Irwin, PA (44 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Somerset County?
We list 7 401(k) TPAs and recordkeepers serving Somerset County, PA: 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 Somerset County?
The top-ranked 401(k) TPAs and recordkeepers serving Somerset County, PA are Cbiz Mhm, LLC, Int'l Brotherhood Of Teamsters 453, Joint Board Of Trustees For Iw L568, Plumbers & Steamfitters and C B Tracy & Associates DBA Tracyco. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Somerset County are verified against official records?
7 of the top 7 match an active official record: Cbiz Mhm, LLC (U.S. Department of Labor), Int'l Brotherhood Of Teamsters 453 (U.S. Department of Labor), Joint Board Of Trustees For Iw L568 (U.S. Department of Labor), Plumbers & Steamfitters (U.S. Department of Labor) and C B Tracy & Associates DBA Tracyco (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 .
Communities served
Somerset, Windber, Meyersdale, Berlin, Friedens, Boswell, Davidsville, Central City, Jerome, Paint, Rockwood, Confluence, Salisbury, Jennerstown, Hooversville, Cairnbrook, Garrett, Indian Lake, Stoystown, Ursina, Wellersburg, Addison, Shanksville, Benson, New Baltimore, New Centerville, Casselman, Edie, Seven Springs, Acosta, Gray