BHLF LLP

Employee Benefit Plan Auditor

Walnut Creek, CA

About BHLF LLP

<p>Audit, tax, and accounting work is the core of BHLF LLP, with additional support for organizations that need help with assurance and day-to-day financial reporting. Founded in 1986, the firm works with business owners, executives, and independent professionals across a range of industries.</p> <p>Based in Walnut Creek in the East Bay/San Francisco Bay Area, BHLF LLP provides assurance services that include audits, reviews, and compilations. The firm also handles consulting and tax services for clients who want a single accounting team across the year.</p> <p>A key area of focus is work with non-profit organizations and employee benefit plans, making BHLF LLP a practical fit for sponsors looking for experienced <a href="/auditors/401k">401(k) auditors</a> and related plan audit support. What sets the firm apart is this mix of employee benefit plan specialization alongside traditional tax and assurance services under one roof.</p> <ul> <li>Employee benefit plan audit services</li> <li>Assurance: audit, review, and compilation</li> <li>Tax planning and tax preparation</li> <li>Accounting and financial reporting support</li> <li>Consulting for businesses and organizations</li> </ul>

Website: https://www.bhlfcpa.com/

Founded: 1986

Office Locations

  • Walnut Creek, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 4
  • Total AUM Audited: $113.4M
  • 401(k): 4 plans, $113.4M 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
MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLANMILESTONE TECHNOLOGIES, INC, CA$64M1,900
BAY SURGERY CENTER LP / PAIN & REHABILITATIVE CONSULTANTS 401(K) PROFIT SHARING PLANBAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL, CA$17M110
ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLANACCLAMATION INSURANCE MANAGEMENT SERVICES, INC., CA$16M249
BIRDEYE INC. RETIREMENT TRUSTBIRDEYE INC., CA$11M243
KITTY HAWK CORP. 401(K) PLANKITTY HAWK CORPORATION, CA$22,909

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