Daniells Phillips Vaughan & Bock

Employee Benefit Plan Auditor

Bakersfield, CA

About Daniells Phillips Vaughan & Bock

<p>Founded in 1956, Daniells Phillips Vaughan &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
PORTERVILLE CITRUS, INC. EMPLOYEE STOCK OWNERSHIP PLAN PORTERVILLE CITRUS, INC., CA $249M 377
HPS MECHANICAL, INC. RETIREMENT PLAN HPS MECHANICAL, INC., CA $44M 228
COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLAN COMMUNITY ACTION PARTNERSHIP OF KERN, CA $29M 1,080
CAMP FAMILY VENTURES 401(K) PLAN KERN MACHINERY, INC., CA $27M 158
COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN COMMUNITY ACTION PARTNERSHIP OF KERN, CA $26M 732
401(k) Retirement Plan Healthcare Sponsor, TX $23M 167
401(k) Retirement Plan Manufacturing Sponsor, CA $12M 93
401(k) Retirement Plan Professional Services Sponsor, CA $12M 82
403(b) Retirement Plan Technology Sponsor, CA $11M 1,108

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