401(k) TPAs & Recordkeepers in McLennan County, TX
The top-ranked 401(k) TPAs and recordkeepers serving McLennan County, TX are Digital Retirement Solutions, Inc., July Business Services LLC and Pattillo, Brown & Hill, LLP. We list 5 401(k) TPAs and recordkeepers serving McLennan County, TX. 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 McLennan County, TX. 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 McLennan County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Digital Retirement Solutions, Inc. | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Waco, TX | — |
| 2 | July Business Services LLC | Plan administrator or recordkeeper on 132 Form 5500 filings (plan year 2025) | Waco, TX | (254) 296-4015 |
| 3 | Pattillo, Brown & Hill, LLP | Plan administrator or recordkeeper on 9 Form 5500 filings (plan year 2025) | Waco, TX | — |
| 4 | Principal Trust Company | Plan administrator or recordkeeper on 40 Form 5500 filings (plan year 2025) | Waco, TX | — |
| 5 | Resource Benefits Administrators | Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Waco, TX | (254) 776-6214 |
- Based in Waco, TX
#2July Business Services LLC
Based in Waco, TX#3Pattillo, Brown & Hill, LLP
Based in Waco, TX#4Principal Trust Company
Based in Waco, TX#5Resource Benefits Administrators
Based in Waco, TX
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve McLennan County?
We list 5 401(k) TPAs and recordkeepers serving McLennan County, TX: 5 based there and 0 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 McLennan County?
The top-ranked 401(k) TPAs and recordkeepers serving McLennan County, TX are Digital Retirement Solutions, Inc., July Business Services LLC, Pattillo, Brown & Hill, LLP, Principal Trust Company and Resource Benefits Administrators. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving McLennan County are verified against official records?
5 of the top 5 match an active official record: Digital Retirement Solutions, Inc. (U.S. Department of Labor), July Business Services LLC (U.S. Department of Labor), Pattillo, Brown & Hill, LLP (U.S. Department of Labor), Principal Trust Company (U.S. Department of Labor) and Resource Benefits Administrators (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 .
Cities in McLennan County
Communities served
Hewitt, Robinson, Bellmead, Woodway, Lacy-Lakeview, McGregor, West, Willow Grove, Beverly Hills, Mart, Lorena, Moody, Bruceville-Eddy, China Spring, Gholson, Riesel, Crawford, Hallsburg, Leroy, Ross