#1Denali Wealth Management
Based in Mequon, WI
401(k) TPAs & Recordkeepers in Ozaukee County, WI
The top-ranked 401(k) TPAs and recordkeepers serving Ozaukee County, WI are Denali Wealth Management, The Retirement Advantage, Inc. and Optumrx/catamaran/restat LLC. We list 9 401(k) TPAs and recordkeepers serving Ozaukee County, WI. 9 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 Ozaukee County, WI. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked 401(k) TPAs and recordkeepers for Ozaukee County
#2The Retirement Advantage, Inc.
Based in Port Washington, WI#3Optumrx/catamaran/restat LLC
Serves this area from Milwaukee, WI (26 mi)#4National General Insurance Company
Serves this area from Milwaukee, WI (31 mi)#5Robert W Baird Co Incorporated
Serves this area from Milwaukee, WI (32 mi)#6Zizzlhealth
Serves this area from Milwaukee, WI (33 mi)#7Blue Chip Retirement Plans, Inc.
Serves this area from West Allis, WI (34 mi)#8Milliman
Serves this area from Brookfield, WI (35 mi)#9Teamsters Local 344
Serves this area from West Allis, WI (35 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Ozaukee County?
We list 9 401(k) TPAs and recordkeepers serving Ozaukee County, WI: 2 based there and 7 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Ozaukee County?
The top-ranked 401(k) TPAs and recordkeepers serving Ozaukee County, WI are Denali Wealth Management, The Retirement Advantage, Inc., Optumrx/catamaran/restat LLC, National General Insurance Company and Robert W Baird Co Incorporated. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Ozaukee County are verified against official records?
9 of the top 9 match an active official record: Denali Wealth Management (U.S. Department of Labor), The Retirement Advantage, Inc. (U.S. Department of Labor), Optumrx/catamaran/restat LLC (U.S. Department of Labor), National General Insurance Company (U.S. Department of Labor) and Robert W Baird Co Incorporated (U.S. Department of Labor), and 4 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
Cedarburg, Port Washington, Grafton, Saukville, Thiensville, Belgium, Fredonia, Waubeka