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 & 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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SPORTRADAR US LLC RETIREMENT PLAN | CLOUD SPORTS DATA LLC, MN | $29M | 621 |
| BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLAN | BLAINE BROTHERS MAINTENANCE, INC., MN | $27M | 376 |
| JUUT SALONSPA 401(K) RETIREMENT PLAN | JUUT HOLDINGS, INC., MN | $25M | 299 |
| CENTRAL BOILER COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CENTRAL BOILER COMPANIES, INC., MN | $23M | 217 |
| BALDWIN SUPPLY COMPANY RETIREMENT SAVINGS PLAN | BALDWIN SUPPLY COMPANY, MN | $22M | 157 |
| 401(k) Retirement Plan | Healthcare Sponsor, MN | $10M | 159 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TN | $8M | 438 |
| 401(k) Retirement Plan | Professional Services Sponsor, MN | $6M | 154 |
| 401(k) Retirement Plan | Technology Sponsor, MN | $6M | 418 |
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