#1Future Planning Associates, Inc.
Serves this area from Williston, VT (26 mi)
401(k) TPAs & Recordkeepers in Lamoille County, VT
The top-ranked 401(k) TPAs and recordkeepers serving Lamoille County, VT are Future Planning Associates, Inc., Cba Blue and Danielle Doherty. We list 6 401(k) TPAs and recordkeepers serving Lamoille County, VT. 6 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 Lamoille County, VT. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked 401(k) TPAs and recordkeepers for Lamoille County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Future Planning Associates, Inc. | Plan administrator or recordkeeper on 8 Form 5500 filings (plan year 2025) | Williston, VT (26 mi) | — |
| 2 | Cba Blue | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | South Burlington, VT (30 mi) | — |
| 3 | Danielle Doherty | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2024) | Barre, VT (31 mi) | — |
| 4 | Plan Integrity Partners, LLC | Plan administrator or recordkeeper on 6 Form 5500 filings (plan year 2025) | Burlington, VT (31 mi) | — |
| 5 | Plan Integrity Partners, LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Burlington, VT (31 mi) | — |
| 6 | Plan Integrity Partners, LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Burlington, VT (31 mi) | — |
#2Cba Blue
Serves this area from South Burlington, VT (30 mi)#3Danielle Doherty
Serves this area from Barre, VT (31 mi)#4Plan Integrity Partners, LLC
Serves this area from Burlington, VT (31 mi)#5Plan Integrity Partners, LLC
Serves this area from Burlington, VT (31 mi)#6Plan Integrity Partners, LLC
Serves this area from Burlington, VT (31 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Lamoille County?
We list 6 401(k) TPAs and recordkeepers serving Lamoille County, VT: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Lamoille County?
The top-ranked 401(k) TPAs and recordkeepers serving Lamoille County, VT are Future Planning Associates, Inc., Cba Blue, Danielle Doherty, Plan Integrity Partners, LLC and Plan Integrity Partners, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Lamoille County are verified against official records?
6 of the top 6 match an active official record: Future Planning Associates, Inc. (U.S. Department of Labor), Cba Blue (U.S. Department of Labor), Danielle Doherty (U.S. Department of Labor), Plan Integrity Partners, LLC (U.S. Department of Labor) and Plan Integrity Partners, LLC (U.S. Department of Labor), and 1 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
Morristown, Stowe, Cambridge, Johnson, Hyde Park, Morrisville, Wolcott, Johnson, Eden, Elmore, Jeffersonville, Waterville, Hyde Park, North Hyde Park, Belvidere, Cambridge