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 & 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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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