# Chortek LLP
Source: https://planprovider.pro/provider/chortek-llp

> 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 an…

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](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|

| MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN|MIDWEST ENGINEERED SYSTEMS, INC., WI|$15M|152|

| THE HAYNES RETIREMENT PLAN|HAYNES INC., VA|$12M|83|

| EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN|EVANS TRANSPORTATION, WI|$12M|132|

| WATERTRONICS 401(K) PLAN|WATERTRONICS, LLC, WI|$11M|156|

| RF TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN|RF TECHNOLOGIES, INC., WI|$10M|120|

| 401(K) PLAN FOR AROW GLOBAL CORP.|AROW GLOBAL CORP., WI|$8M|270|

| READER PRECISION SOLUTIONS, INC. 401(K) PLAN|READER PRECISION SOLUTIONS, INC., WI|$8M|111|

| KINEX/R&M HOLDCO, LLC SAVINGS PLAN|KINEX/R&M HOLDCO, LLC, WI|$6M|180|

| SENDIK'S FINE FOODS, INC. 401(K) PLAN|SENDIKS FINE FOODS, INC., WI|$6M|108|

| DOUSMAN TRANSPORT CO., INC. 401(K) PLAN|DOUSMAN TRANSPORT CO., INC., WI|$6M|404|

| OUT SOURCE INC. 401(K) PROIFIT SHARING PLAN & TRUST|OUT SOURCE INC., WI|$5M|76|

| SHOREHAVEN BEHAVIORAL HEALTH, INC EMPLOYEES SAVINGS TRUST|SHOREHAVEN BEHAVIORAL HEALTH INC, WI|$4M|73|

| G10 401(K) PLAN|GENEVA SUPPLY, INC., WI|$4M|364|

| LALA LAND KIND COFFEE 401(K) PLAN|LALA LAND KIND CAFE, TX|$135,636|432|

## Other Employee Benefit Plan Auditors in WI

- [Quandt Berndt & Company LLC](https://planprovider.pro/provider/quandt-berndt-and-company-llc) - Waukesha, WI

- [Ritz Holman LLP](https://planprovider.pro/provider/ritz-holman-llp) - Milwaukee, WI

- [KerberRose SC](https://planprovider.pro/provider/kerberrose-sc) - Shawano, WI

- [Reilly, Penner & Benton LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) - Milwaukee, WI

- [Wegner CPAs, LLP](https://planprovider.pro/provider/wegner-cpas-llp) - Madison, WI

- [Baker Tilly US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) - Madison, WI

- [Hawkins Ash CPAs, LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp) - La Crosse, WI

- [Gordon J. Maier & Company, LLP](https://planprovider.pro/provider/gordon-j-maier-and-company-llp) - Racine, WI

- [Lucida LLC](https://planprovider.pro/provider/lucida-llc) - Brookfield, WI

- [Vrakas CPAs + Advisors](https://planprovider.pro/provider/vrakas-cpas-advisors) - Brookfield, WI

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/chortek-llp)

&copy; 2026 PlanProvider.Pro