Company lists · Data refreshed September 2026

Top 25 401k administration companies based in the United States

RevenueBase identified 681 401k administration companies headquartered in the United States as of September 2026 and tracks 11,226 professional contacts across them, including 5,439 with verified work emails. Chicago is the largest hub.

This list covers 401k administration companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
681Companies
11,226Contacts tracked
5,439Verified emails
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The 25 largest 401k administration companies based in the United States

Ranked by team size
Top 25 of 681 401k administration companies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k administration companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 2026501-1,000812 contacts →

Indirect evidence

“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 19, 202610001+428 contacts →

Indirect evidence

“At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 2026201-500342 contacts →

Indirect evidence

“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceDe Pere, WI, United StatesHQ checked Sep 19, 202651-200299 contacts →

Indirect evidence

“PAi provides 401(k) retirement savings solutions to small businesses nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceWhite Plains, NY, United StatesHQ checked Sep 19, 2026201-500293 contacts →

Indirect evidence

“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceUtica, NY, United StatesHQ checked Sep 19, 2026201-500291 contacts →

Partial evidence

“BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceBurlingame, CA, United StatesHQ checked Sep 19, 2026201-500265 contacts →

Indirect evidence

“Guideline is now part of Gusto.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceNashville, TN, United StatesHQ checked Sep 19, 2026501-1,000249 contacts →

Partial evidence

“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceCary, NC, United StatesHQ checked Sep 19, 2026201-500231 contacts →

Partial evidence

“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidencePortland, ME, United StatesHQ checked Sep 19, 2026201-500220 contacts →

Partial evidence

“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceHouston, TX, United StatesHQ checked Sep 19, 202651-200213 contacts →

Partial evidence

“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-200208 contacts →

Partial evidence

“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceWaco, TX, United StatesHQ checked Sep 19, 2026201-500197 contacts →

Indirect evidence

“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceRochester, NY, United StatesHQ checked Sep 19, 2026201-500175 contacts →

Indirect evidence

“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceBoca Raton, FL, United StatesHQ checked Sep 19, 2026201-500147 contacts →

Partial evidence

“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceAppleton, WI, United StatesHQ checked Sep 19, 2026201-500142 contacts →

Partial evidence

“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 202651-200123 contacts →

Indirect evidence

“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceHouston, TX, United StatesHQ checked Sep 19, 202651-20092 contacts →

Indirect evidence

“The Loren D.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceSan Mateo, CA, United StatesHQ checked Sep 19, 202611-5091 contacts →

Partial evidence

“Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceWashington, DC, United StatesHQ checked Sep 19, 2026501-1,00090 contacts →

Indirect evidence

“At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceCentennial, CO, United StatesHQ checked Sep 19, 202651-20086 contacts →

Indirect evidence

“Headquartered in Denver, Colorado, LT Trust, A Division of American Trust is one of America’s most technologically focused and fastest growing small business retirement plan…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceFarragut, TN, United StatesHQ checked Sep 19, 202651-20079 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202651-20076 contacts →

Indirect evidence

“Dunbar, Bender & Zapf, Inc.(DBZ) is a full-service retirement plan consulting firm dedicated to helping employers design, implement, and manage plans that support their long-term…”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 202651-20071 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceSt. Paul, MN, United StatesHQ checked Sep 19, 202651-20068 contacts →

Partial evidence

“DWC – The 401(k) Experts provides third‑party plan administration, compliance, and consulting services for qualified retirement plans nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 681 401k administration companies based in the United States

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401k administration companies based in the United States at a glance

As of Sep 19, 2026
48.5%Verified-email coverage
16.5Average contacts per company
1-10Median size (employees)
1.6%Largest-city concentration · Chicago
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
368
11-50
234
51-200
48
201-500
19
501-1,000
5
1,001-5,000
2
5,001-10,000
1
10001+
3

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 681 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k administration companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “401k administration companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k administration companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k administration companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 5,439 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k administration companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k administration companies are there based in the United States?

RevenueBase identified 681 401k administration companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Human Interest, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most 401k administration companies?

Chicago leads with 11 headquartered companies, followed by Houston (11) and Dallas (9).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 5,439 verified decision-maker contacts tracked across these 681 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.