Chortek LLP

Employee Benefit Plan Auditor

Waukesha, WI

About Chortek LLP

<p>Founded in 1947, Chortek LLP brings long-running CPA firm experience to employee benefit plan audits and related assurance work. The firm has 65 employees and offices in Waukesha (in the Milwaukee metro area), Appleton (in the Fox Cities), and Atlanta, giving it reach across Wisconsin and the Southeast.</p> <p>As an auditor, Chortek handles employee benefit plan audits and provides assurance services alongside accounting and tax planning. Its team also supports transactions and ownership transitions with mergers and acquisitions work, due diligence, and exit/succession planning.</p> <p>Chortek’s tax and consulting work includes R&amp;D tax credits, IC-DISC services, and business technology consulting such as managed IT services and cybersecurity assessments. The firm works with companies in manufacturing, distribution, construction, real estate, and transportation.</p> <p>What sets Chortek apart is the mix of benefit plan audit capability with hands-on transaction support and in-house IT and cybersecurity consulting under one roof.</p> <ul> <li>Employee benefit plan audits by <a href="/auditors/401k">401(k) auditors</a></li> <li>Assurance and accounting services</li> <li>Tax planning, including R&amp;D tax credits and IC-DISC</li> <li>M&amp;A, due diligence, and exit/succession planning</li> <li>Managed IT services and cybersecurity assessments</li> </ul>

Website: https://chortek.com

Founded: 1947

Employees: 65

Office Locations

  • Waukesha, WI (Headquarters)
  • Atlanta, GA
  • Appleton, WI

Audit Statistics (2024)

  • Total Plans Audited: 19
  • Total AUM Audited: $22.5M
  • 401(k): 19 plans, $22.5M 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
CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLANCMA/FLODYNE/HYDRADYNE, INC., WI$38M146
ROBERTSON-RYAN & ASSOCIATES, INC. 401K SAVINGS PLANROBERTSON RYAN & ASSOCIATES, INC., WI$29M350
SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUSTSHARED IMAGING, LLC, IL$18M309
SCHUMANN PRINTERS, INC. RETIREMENT PROGRAMSCHUMANN PRINTERS, INC., WI$16M167
STEIN GARDEN CENTERS, INC. 401(K) PLANSTEIN GARDEN CENTERS, INC., WI$15M236
MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLANMIDWEST ENGINEERED SYSTEMS, INC., WI$15M152
THE HAYNES RETIREMENT PLANHAYNES INC., VA$12M83
EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLANEVANS TRANSPORTATION, WI$12M132
WATERTRONICS 401(K) PLANWATERTRONICS, LLC, WI$11M156
RF TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLANRF TECHNOLOGIES, INC., WI$10M120
401(K) PLAN FOR AROW GLOBAL CORP.AROW GLOBAL CORP., WI$8M270
READER PRECISION SOLUTIONS, INC. 401(K) PLANREADER PRECISION SOLUTIONS, INC., WI$8M111
KINEX/R&M HOLDCO, LLC SAVINGS PLANKINEX/R&M HOLDCO, LLC, WI$6M180
SENDIK'S FINE FOODS, INC. 401(K) PLANSENDIKS FINE FOODS, INC., WI$6M108
DOUSMAN TRANSPORT CO., INC. 401(K) PLANDOUSMAN TRANSPORT CO., INC., WI$6M404
OUT SOURCE INC. 401(K) PROIFIT SHARING PLAN & TRUSTOUT SOURCE INC., WI$5M76
SHOREHAVEN BEHAVIORAL HEALTH, INC EMPLOYEES SAVINGS TRUSTSHOREHAVEN BEHAVIORAL HEALTH INC, WI$4M73
G10 401(K) PLANGENEVA SUPPLY, INC., WI$4M364
LALA LAND KIND COFFEE 401(K) PLANLALA LAND KIND CAFE, TX$135,636432

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