About Daniells Phillips Vaughan & Bock
<p>Founded in 1956, Daniells Phillips Vaughan & Bock works with businesses across California’s Central Valley from its Bakersfield office. The firm is a CPA practice that handles tax work, audit engagements, and business advisory projects for local organizations.</p> <p>For employers that sponsor retirement plans, the firm provides audit support that fits the needs of plan sponsors and their service teams, including <a href="/auditors/401k">401(k) auditors</a>. Clients also use the firm for tax planning and compliance, along with accounting guidance tied to day-to-day business decisions.</p> <p>Patrick W. Paggi, CPA, is a partner at the firm and a graduate of California State University, Sacramento. He has been involved in community organizations such as the Bakersfield Breakfast Rotary Club and the American Cancer Society.</p> <p>What sets Daniells Phillips Vaughan & Bock apart is its long operating history in Kern County paired with a partner group that stays active in the local business and nonprofit community.</p> <ul> <li>CPA firm founded in 1956</li> <li>Based in Bakersfield, serving the Central Valley/Kern County area</li> <li>Services: tax, audit, and business advisory</li> <li>Retirement plan audit support, including <a href="/auditors/401k">401(k) audits</a></li> <li>Partner: Patrick W. Paggi, CPA (CSU Sacramento graduate)</li> </ul>
Website: https://www.dpvb.com/
Founded: 1956
Office Locations
- Bakersfield, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $377.7M
- 401(k): 11 plans, $377.7M 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 |
|---|---|---|---|
| PORTERVILLE CITRUS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | PORTERVILLE CITRUS, INC., CA | $249M | 377 |
| CAMP FAMILY VENTURES 401(K) PLAN | KERN MACHINERY, INC., CA | $27M | 158 |
| LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN | LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS, TX | $23M | 167 |
| TEJON RANCHCORP 401(K) PLAN | TEJON RANCHCORP, CA | $12M | 93 |
| COMMUNITY ACTION PARTNERSHIP OF KERN 403(B) | COMMUNITY ACTION PARTNERSHIP OF KER, CA | $11M | 1,108 |
| TERRIO THERAPY-FITNESS, INC. 401(K) PROFIT SHARING PLAN | TERRIO THERAPY-FITNESS, INC., CA | $11M | 181 |
| BIDART BROS. 401(K) PROFIT SHARING PLAN | BIDART BROS., CA | $10M | 153 |
| SUNRIDGE NURSERIES, INC. 401(K) PLAN | SUNRIDGE NURSERIES, INC., CA | $7M | 157 |
| MMI SERVICES, INC. 401(K) PROFIT SHARING PLAN | MMI SERVICES, INC., CA | $3M | 210 |
| UNIVERSAL HEALTHCARE SERVICES, INC. CASH BALANCE PENSION PLAN | UNIVERSAL HEALTHCARE SERVICES, INC., CA | $3M | 129 |
| UNIVERSAL HEALTHCARE SERVICES, INC. 401K PLAN | UNIVERSAL HEALTHCARE SERVICES, INC., CA | $3M | 209 |