#1Delta Dental Of Wisconsin
Based in Stevens Point, WI
401(k) TPAs & Recordkeepers in Portage County, WI
The top-ranked 401(k) TPAs and recordkeepers serving Portage County, WI are Delta Dental Of Wisconsin, Corporate Retirement Solutions LLC and Northwestern Wisconsin Associates. We list 5 401(k) TPAs and recordkeepers serving Portage County, WI. 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 Portage County, WI. 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 Portage County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Delta Dental Of Wisconsin | Plan administrator or recordkeeper on 73 Form 5500 filings (plan year 2025) | Stevens Point, WI | (414) 607-6082 |
| 2 | Corporate Retirement Solutions LLC | Plan administrator or recordkeeper on 2 Form 5500 filings (plan year 2025) | Schofield, WI (31 mi) | — |
| 3 | Northwestern Wisconsin Associates | Plan administrator or recordkeeper on 6 Form 5500 filings (plan year 2025) | Wausau, WI (34 mi) | (715) 848-1929 |
| 4 | Wipfli Advisory LLC | Plan administrator or recordkeeper on 31 Form 5500 filings (plan year 2025) | Wausau, WI (34 mi) | — |
| 5 | Kerberrose Wealth Management, LLC | Plan administrator or recordkeeper on 1 Form 5500 filings (plan year 2023) | Shawano, WI (49 mi) | — |
#2Corporate Retirement Solutions LLC
Serves this area from Schofield, WI (31 mi)#3Northwestern Wisconsin Associates
Serves this area from Wausau, WI (34 mi)#4Wipfli Advisory LLC
Serves this area from Wausau, WI (34 mi)#5Kerberrose Wealth Management, LLC
Serves this area from Shawano, WI (49 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Portage County?
We list 5 401(k) TPAs and recordkeepers serving Portage County, WI: 1 based there and 4 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 Portage County?
The top-ranked 401(k) TPAs and recordkeepers serving Portage County, WI are Delta Dental Of Wisconsin, Corporate Retirement Solutions LLC, Northwestern Wisconsin Associates, Wipfli Advisory LLC and Kerberrose Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Portage County are verified against official records?
5 of the top 5 match an active official record: Delta Dental Of Wisconsin (U.S. Department of Labor), Corporate Retirement Solutions LLC (U.S. Department of Labor), Northwestern Wisconsin Associates (U.S. Department of Labor), Wipfli Advisory LLC (U.S. Department of Labor) and Kerberrose Wealth Management, LLC (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 Portage County
Communities served
Plover, Whiting, Amherst, Polonia, Park Ridge, Bancroft, Rosholt, Almond, Junction City, Amherst Junction, Nelsonville