About Bert Smith & Co.
<p>Audit and assurance work is the core of this CPA firm’s practice, with a focus on organizations that operate in regulated environments. Bert Smith & Co. works with healthcare, government, and not-for-profit entities on financial reporting, advisory, and audit engagements.</p> <p>Based in Washington, DC, the firm supports clients across the DC metro area. The practice is led by Managing Partner George S. Willie, CPA, CGMA, CGFM, who brings more than 35 years of specialized experience.</p> <p>Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> will recognize the firm’s emphasis on clear reporting and disciplined audit execution, shaped by decades of work with public-sector and mission-driven organizations.</p> <ul> <li>CPA firm providing audit, advisory, and financial reporting services</li> <li>Industry experience: healthcare, government, and not-for-profit organizations</li> <li>Managing Partner: George S. Willie, CPA, CGMA, CGFM (35+ years experience)</li> <li>Located in Washington, DC (serving the DC metro area)</li> </ul>
Website: https://bertsmithco.com/
Office Locations
- Washington, DC
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $44.8M
- 401(k): 5 plans, $44.8M 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 |
|---|---|---|---|
| ANTILLES SCHOOL 403(B) PLAN | ANTILLES SCHOOL, INC., VI | $16M | 46 |
| THE NAACP 401(K) PLAN | NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE, MD | $13M | 184 |
| THE BUCCANEER, INC 401(K) PLAN | THE BUCCANEER, INC., VI | $6M | 131 |
| NATIONAL CAUCUS AND CENTER ON BLACK AGING INC 401A DC PLAN | NATIONAL CAUCUS AND CENTER ON AGING INC, DC | $5M | 63 |