About Daniel A. Winters & Company
<p>Founded in 1929, this long-running CPA firm is based in Chadds Ford in the Philadelphia metro area. Daniel A. Winters & Company works with business owners, executives, and independent professionals on accounting and related financial reporting needs.</p> <p>Licensed in Pennsylvania, the firm provides traditional public accounting support with an emphasis on responsive communication and practical follow-through. For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the team can be part of the group of providers involved when an employee benefit plan requires an independent audit.</p> <p>Craig Daniel Winters is a primary contact for the firm. A key differentiator is its longevity as an established local practice, paired with a broad mix of accounting services under one roof.</p> <ul> <li>CPA firm founded in 1929</li> <li>Located in Chadds Ford, serving the greater Philadelphia area</li> <li>Licensed to practice in Pennsylvania</li> <li>Works with business owners, executives, and independent professionals</li> <li>May support plan sponsors alongside other <a href="/retirement-plans">retirement plan providers</a></li> </ul>
Website: http://www.winterscpas.com/
Founded: 1929
Office Locations
- Chaddsford, PA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $11.0B
- 401(k): 11 plans, $11.0B 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 |
|---|---|---|---|
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES, PA | $10.8B | 28,308 |
| ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN, PA | $7.3B | 28,341 |
| ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F, NJ | $1.7B | 3,038 |
| STEAMFITTERS LOCAL UNION NO. 420 SRP | BD OF TEES OF STEAMFITTERS LU NO 420 SRP, PA | $727M | 6,827 |
| STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN, PA | $643M | 2,425 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $263M | 717 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $234M | 823 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $226M | 1,366 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $156M | 980 |
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