Barton Walter & Krier P.C.

Employee Benefit Plan Auditor

Maple Grove, MN

About Barton Walter & Krier P.C.

<p>Audit and tax work are core parts of this CPA firm’s practice, with services that include plan audits and other accounting support for businesses and individuals.</p> <p>Founded in 2008, Barton Walter &amp; Krier P.C. is headquartered in Maple Grove in the Minneapolis–Saint Paul metro area, serving clients across the Twin Cities region. The firm handles auditing, tax preparation, and financial planning, with a focus on practical guidance and direct access to its professionals.</p> <p>For retirement plan sponsors that need an independent accountant, Barton Walter &amp; Krier P.C. works as a <a href="/auditors/401k">401(k) auditor</a> and supports organizations that use outside <a href="/retirement-plans">retirement plan providers</a> and <a href="/plan-advisors">plan advisors</a>. A point of differentiation is the firm’s mix of audit and tax capabilities under one roof, which helps clients keep year-end work coordinated.</p> <p>Learn more at <a href="https://www.bwkaccounting.com/">https://www.bwkaccounting.com/</a>. Team members include Anna-Lisa Lampi.</p> <ul> <li>Employee benefit plan and 401(k) audit services</li> <li>Business and individual tax preparation</li> <li>Financial planning support</li> <li>Accounting and consulting for ongoing needs</li> </ul>

Website: https://www.bwkaccounting.com/

Founded: 2008

Office Locations

  • Maple Grove, MN (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 15
  • Total AUM Audited: $179.6M
  • 401(k): 15 plans, $179.6M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
SPORTRADAR US LLC RETIREMENT PLANCLOUD SPORTS DATA LLC, MN$29M621
BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLANBLAINE BROTHERS MAINTENANCE, INC., MN$27M376
JUUT SALONSPA 401(K) RETIREMENT PLANJUUT HOLDINGS, INC., MN$25M299
CENTRAL BOILER COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUSTCENTRAL BOILER COMPANIES, INC., MN$23M217
BALDWIN SUPPLY COMPANY RETIREMENT SAVINGS PLANBALDWIN SUPPLY COMPANY, MN$22M157
PRIORITY ENVELOPE, INC. 401(K) RETIREMENT PLANPRIORITY ENVELOPE, INC., MN$10M159
OUTDOOR LIVING SUPPLY, LLC SAVINGS & INVESTMENT PLANOUTDOOR LIVING SUPPLY, LLC, TN$8M438
AIR MECHANICAL, INC. 401(K) & PROFIT SHARING PLANAIR MECHANICAL, INC., MN$6M154
RENO HOLD CO. 401(K) PLANRENOVATION SYSTEMS, INC., MN$6M418
BELAIR BUILDERS, INC. 401(K) PROFIT SHARING PLANBELAIR BUILDERS, INC., MN$6M162
INTERIM HEALTHCARE OF THE TWIN CITIES, INC. 401(K) PLANINTERIM HEALTHCARE OF THE TWIN C, MN$5M144
ACCRA CARE 403(B) PLANACCRA CARE, MN$5M44
OLIVER COMPANIES 401(K) PLANOLIVER COMPANIES, INC., MN$4M599
AD-TECH MEDICAL INSTRUMENT CORPORATION PROFIT SHARING PLANAD-TECH MEDICAL INSTRUMENT CORPORATION, WI$4M146
HEGGIES SLICE OF THE PIEHEGGIES PIZZA, LLC, MN$4M119

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