#1 Esop Partners
Based in Appleton, WI
Call (920) 659-6000 · Website401(k) TPAs & Recordkeepers in Appleton, WI
The top-ranked 401(k) TPAs and recordkeepers serving Appleton, WI are Esop Partners, Retirement Strategies LLC and The Retirement Advantage, Inc. We list 12 401(k) TPAs and recordkeepers serving Appleton, WI. 12 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 Appleton, WI (Outagamie County). 12 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 Appleton
#2 Retirement Strategies LLC
Serves this area from Little Chute, WI (4 mi)Call (920) 788-7052 · Website#3 The Retirement Advantage, Inc
Serves this area from WICall (888) 872-2364#4 National Administration, Inc.
Serves this area from Menasha, WI (5 mi)#5 Map Retirement Inc.
Serves this area from Greenville, WI (6 mi)#6 Map Retirement, Inc.
Serves this area from Greenville, WI (6 mi)#7 Map Retirement USA LLC
Serves this area from Greenville, WI (6 mi)#8 Pension Consultants Co., Inc.
Serves this area from De Pere, WI (17 mi)#9 Strategic Underwriters Solutions
Serves this area from Bellevue, WI (23 mi)· Website#10 Packerland Brokerage Services Inc.
Serves this area from Howard, WI (24 mi)
2 more providers serving this area
- Pension Inc., Bellevue, WI (24 mi)
- Kerberrose Wealth Management, LLC, Shawano, WI (36 mi)
Request quotes
Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Appleton?
We list 12 401(k) TPAs and recordkeepers serving Appleton, WI: 1 based there and 11 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 Appleton?
The top-ranked 401(k) TPAs and recordkeepers serving Appleton, WI are Esop Partners, Retirement Strategies LLC, The Retirement Advantage, Inc, National Administration, Inc. and Map Retirement Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Appleton are verified against official records?
10 of the top 10 match an active official record: Esop Partners (U.S. Department of Labor), Retirement Strategies LLC (U.S. Department of Labor), The Retirement Advantage, Inc (U.S. Department of Labor), National Administration, Inc. (U.S. Department of Labor) and Map Retirement 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 .