#1 Principal Trust Company
Based in Waco, TX
401(k) TPAs & Recordkeepers in Waco, TX
The top-ranked 401(k) TPAs and recordkeepers serving Waco, TX are Principal Trust Company, Resource Benefits Administrators and Digital Retirement Solutions, Inc.. We list 5 401(k) TPAs and recordkeepers serving Waco, 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 Waco, TX (McLennan County). 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 Waco
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Principal Trust Company | ✓ Plan administrator or recordkeeper on 40 Form 5500 filings (plan year 2025) | Waco, TX | — |
| 2 | Resource Benefits Administrators | ✓ Plan administrator or recordkeeper on 5 Form 5500 filings (plan year 2025) | Waco, TX | (254) 776-6214 |
| 3 | Digital Retirement Solutions, Inc. | ✓ Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Waco, TX (0 mi) | — |
| 4 | July Business Services LLC | ✓ Plan administrator or recordkeeper on 132 Form 5500 filings (plan year 2025) | Waco, TX (0 mi) | (254) 296-4015 |
| 5 | Pattillo, Brown & Hill, LLP | ✓ Plan administrator or recordkeeper on 9 Form 5500 filings (plan year 2025) | Waco, TX (1 mi) | — |
#2 Resource Benefits Administrators
Based in Waco, TXCall (254) 776-6214 · Website#3 Digital Retirement Solutions, Inc.
Serves this area from Waco, TX (0 mi)#4 July Business Services LLC
Serves this area from Waco, TX (0 mi)Call (254) 296-4015 · Website#5 Pattillo, Brown & Hill, LLP
Serves this area from Waco, TX (1 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Waco?
We list 5 401(k) TPAs and recordkeepers serving Waco, TX: 2 based there and 3 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 Waco?
The top-ranked 401(k) TPAs and recordkeepers serving Waco, TX are Principal Trust Company, Resource Benefits Administrators, Digital Retirement Solutions, Inc., July Business Services LLC and Pattillo, Brown & Hill, LLP. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Waco are verified against official records?
5 of the top 5 match an active official record: Principal Trust Company (U.S. Department of Labor), Resource Benefits Administrators (U.S. Department of Labor), Digital Retirement Solutions, Inc. (U.S. Department of Labor), July Business Services LLC (U.S. Department of Labor) and Pattillo, Brown & Hill, LLP (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 .