Boulay PLLP

Employee Benefit Plan Auditor

Minneapolis, MN

About Boulay PLLP

<p>Accounting and audit work is at the core of this Minneapolis-based firm, with roots going back to 1934. Boulay PLLP is a CPA firm that handles audit, tax, and financial consulting for individuals, businesses, and public organizations across the Twin Cities metro.</p> <p>For retirement plans, Boulay fits within the category of <a href="/auditors/401k">401(k) auditors</a> and other plan audit providers. The firm’s audit practice includes Quality Assurance &amp; Auditing Services, with additional support available through its tax and consulting teams when plan sponsors need help coordinating filings and financial reporting.</p> <p>Beyond auditing, Boulay provides Business Tax Advisory, Individual Tax Preparation and Planning, and Wealth Management. It also works with clients outside Minnesota through its PrimeGlobal membership, including engagements across the United States and internationally.</p> <p>What sets Boulay apart is its long operating history combined with a mix of audit and tax resources under one roof, which can simplify coordination for organizations that want a single firm for multiple finance functions.</p> <ul> <li>Quality Assurance &amp; Auditing Services</li> <li>Business Tax Advisory</li> <li>Individual Tax Preparation and Planning</li> <li>Wealth Management</li> </ul>

Website: https://www.boulaygroup.com

Founded: 1934

Office Locations

  • Minneapolis, MN

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 39
  • Total AUM Audited: $2.1B
  • 401(k): 39 plans, $2.1B AUM

Plans Serviced (2025)

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
DORSEY & WHITNEY 401(K) RETIREMENT AND SAVINGS PLAN DORSEY & WHITNEY LLP, MN $679M 1,122
FORCE AMERICA INC. EMPLOYEE STOCK OWNERSHIP PLAN FORCE AMERICA, INC., MN $377M 585
BI WORLDWIDE SAVINGS PLAN BI WORLDWIDE, MN $300M 1,076
HGA 401K SAVINGS PLAN HAMMEL, GREEN AND ABRAHAMSON, INC., MN $260M 1,080
SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN SHORT-ELLIOTT-HENDRICKSON, INC., MN $196M 945
401(k) Retirement Plan Healthcare Sponsor, MN $84M 202
401(k) Retirement Plan Manufacturing Sponsor, AZ $80M 182
401(k) Retirement Plan Professional Services Sponsor, MN $66M 225
401(k) Retirement Plan Technology Sponsor, MN $58M 372

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