Blazek & Vetterling

Employee Benefit Plan Auditor

Houston, TX

About Blazek & Vetterling

<p>Focused on nonprofit and tax-exempt organizations, Blazek &amp; Vetterling is a CPA firm that handles audit, tax, and consulting work for organizations with complex compliance requirements.</p> <p>Founded in 1991 and based in Houston in the Greater Houston metro area, the firm works with tax-exempt entities across Texas and other states. It reports more than 700 audit and tax clients.</p> <p>For organizations that sponsor retirement plans, the firm’s audit and assurance background can support annual plan audit needs and related filings and documentation. Unlike generalist CPA firms, Blazek &amp; Vetterling limits its practice to nonprofit and tax-exempt organizations, which keeps the team close to the rules and reporting standards these entities face.</p> <p>Common services include:</p> <ul> <li>Audit and assurance services (including support for retirement plan audits)</li> <li>Annual tax return preparation and filing for tax-exempt organizations</li> <li>Compliance reviews and reporting support</li> <li>Nonprofit-focused consulting tied to finance and governance needs</li> </ul>

Website: https://www.bvcpa.com

Founded: 1991

Office Locations

  • Houston, TX

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 25
  • Total AUM Audited: $474.3M
  • 401(k): 25 plans, $474.3M 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
PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLANPETROLEUM GEO-SERVICES, INC., TX$115M150
JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANTHE JOHN COOPER SCHOOL, TX$47M328
INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLANINTEGRAL CONSULTING INC., CO$43M242
COCKRELL INTERESTS THRIFT PLANCOCKRELL INTERESTS LLC, TX$30M101
UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLANUNITED WAY OF GREATER HOUSTON, TX$29M203
M & H ENTERPRISES, INC. 401(K) PLANM & H ENTERPRISES, INC., TX$27M94
TEXAS HEART INSTITUTE SECTION 403(B) PLANTEXAS HEART INSTITUTE, TX$24M255
PRESBYTERIAN SCHOOL 403(B) PLANPRESBYTERIAN SCHOOL, TX$22M167
NELDA C. AND H.J. LUTCHER STARK FNDTN PLANNELDA C. AND H J LUTCHER STARK FOUNDATION, TX$19M84
BEYER SERVICES 401(K) PLANBEYER SERVICES, LLC, TX$19M336
HOLLOWAY HOUSTON, INC. 401(K) PLANHOLLOWAY HOUSTON, INC., TX$17M159
THE EMERY WEINER SCHOOL TAX 403(B) PLANTHE EMERY WEINER CENTER FOR JEWISH EDUCATION, TX$13M105
403(B) THRIFT PLAN FOR EMPLOYEES OF EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON, TEXASEVELYN RUBENSTEIN JEWISH COMMU, TX$13M229
GIRL SCOUTS OF SAN JACINTO 401(K) PROFIT SHARING PLANGIRL SCOUTS OF SAN JACINTO COUNCIL, TX$11M207
MC2 CIVIL, LLC 401(K) PLANMC2 CIVIL, LLC, TX$11M358
THE POST OAK SCHOOL RETIREMENT SAVINGS PLANTHE POST OAK SCHOOL, TX$10M133
ALLEY THEATRE 401(K) RETIREMENT PLANALLEY THEATRE, TX$9M280
THE BRIARWOOD SCHOOL TDA PLANTHE BRIARWOOD SCHOOL, TX$9M101
HOUSTON GRAND OPERA, INC. 403(B) PLANHOUSTON GRAND OPERA, INC., TX$8M894
MC2 CIVIL, INC. 401(K) PLANMC2 CIVIL, INC., TX$8M338

Showing top 20 of 32 plans serviced in 2024.

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