# Davie Kaplan, CPA, P.C.
Source: https://planprovider.pro/provider/davie-kaplan-cpa-pc

> Founded in 1934, Davie Kaplan, CPA, P.C. has long worked with organizations in Rochester and the surrounding Finger Lakes and Greater Western New York region…

Employee Benefit Plan Auditor

Rochester, NY

## About Davie Kaplan, CPA, P.C.

<p>Founded in 1934, Davie Kaplan, CPA, P.C. has long worked with organizations in Rochester and the surrounding Finger Lakes and Greater Western New York region.</p>

<p>The firm handles audit and assurance work alongside tax management, accounting and bookkeeping, and business consulting. For retirement plan sponsors, Davie Kaplan provides plan audit support and related financial statement work as part of its services as a <a href="/auditors/401k">401(k) auditors</a> option.</p>

<p>Brian Sauers, a partner at the firm, coordinates and reviews engagements that include audits, financial statements, tax planning, and consulting. His background includes cost segregation consulting and auditing retirement plans.</p>

<p>To reach the firm, call 585-454-4161 or visit <a href="https://www.daviekaplan.com">www.daviekaplan.com</a>. A differentiator is the combination of a long-established Rochester practice with partner-level oversight across tax, audit, and retirement plan engagements.</p>

<ul>
<li>Audit &amp; assurance, including retirement plan audits</li>
<li>Financial statement preparation and review</li>
<li>Tax planning and tax management</li>
<li>Accounting and bookkeeping services</li>
<li>Business consulting, including cost segregation consulting</li>
</ul>

Website: [https://www.daviekaplan.com](https://www.daviekaplan.com)

Founded: 1934

## Office Locations

- Rochester, NY

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 18

- Total AUM Audited: $356.7M

- 401(k): 18 plans, $356.7M 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|

| WRIGHT BEVERAGE DISTRIBUTING 401(K) PLAN TRUST|WRIGHT WISNER DISTRIBUTING CORP, NY|$66M|567|

| GORBEL, INC. 401K EMPLOYEE SAVINGS AND RETIREMENT PLAN|GORBEL, INC., NY|$45M|544|

| OPTIMAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN|OPTIMAX SYSTEMS, INC., NY|$35M|442|

| LEONARD'S EXPRESS, INC. 401(K) SAVINGS PLAN|LEONARD'S EXPRESS, INC., NY|$30M|585|

| TOWER PRODUCTS ESOP|TOWER PRODUCTS INCORPORATED, NY|$30M|161|

| ROCHESTER MIDLAND CORPORATION 401(K) SALARY DEFERRAL AND DEFER|ROCHESTER MIDLAND CORPORATION, NY|$28M|281|

| ULTRAFAB, INC. EMPLOYEES' RETIREMENT PLAN|ULTRAFAB, INC., NY|$24M|270|

| WILMORITE MANAGEMENT GROUP, LLC 401(K) PLAN|WILMORITE MANAGEMENT GROUP, LLC, NY|$21M|136|

| STRIPPIT INC. 401(K) PLAN FOR SALARIED EMPLOYEES|STRIPPIT, INC., NY|$18M|74|

| POOLER ENTERPRISES, INC. RETIREMENT PLAN|POOLER ENTERPRISES, INC., NY|$16M|84|

| WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN|WM. B. MORSE LUMBER CO., NY|$15M|114|

| ALLIANCE PRECISION PLASTICS CORPORATION 401(K) PLAN|ALLIANCE PRECISION PLASTICS CORPORATION, NY|$14M|281|

| EBER-CONNECTICUT, LLC|SLOCUM & SONS, INC., CT|$12M|82|

| VP SUPPLY CORPORATION 401(K) PROFIT SHARING PLAN|VP SUPPLY CORPORATION, NY|$12M|345|

| STRIPPIT, INC. PENSION PLAN FOR HOURLY EMPLOYEES|STRIPPIT, INC., NY|$10M|4|

| TERRY TREE SERVICE, LLC. 401(K) PLAN|TERRY TREE SERVICE, LLC., NY|$7M|128|

| E & V ENERGY CO. RETIREMENT PLAN|E & V ENERGY CORPORATION, NY|$5M|182|

| SHAREL VENTURES, L.L.C. 401(K) PLAN|SHAREL VENTURES, L.L.C., NY|$2M|170|

| ROCHESTER MIDLAND CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN|ROCHESTER MIDLAND CORPORATION, NY|$480,588|183|

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