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&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&D tax credits and IC-DISC</li> <li>M&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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN | CMA/FLODYNE/HYDRADYNE, INC., WI | $38M | 146 |
| ROBERTSON-RYAN & ASSOCIATES, INC. 401K SAVINGS PLAN | ROBERTSON RYAN & ASSOCIATES, INC., WI | $29M | 350 |
| SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUST | SHARED IMAGING, LLC, IL | $18M | 309 |
| SCHUMANN PRINTERS, INC. RETIREMENT PROGRAM | SCHUMANN PRINTERS, INC., WI | $16M | 167 |
| STEIN GARDEN CENTERS, INC. 401(K) PLAN | STEIN GARDEN CENTERS, INC., WI | $15M | 236 |
| 401(k) Retirement Plan | Healthcare Sponsor, WI | $15M | 152 |
| 401(k) Retirement Plan | Manufacturing Sponsor, VA | $12M | 83 |
| 401(k) Retirement Plan | Professional Services Sponsor, WI | $12M | 132 |
| 401(k) Retirement Plan | Technology Sponsor, WI | $11M | 156 |
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