DiClaudio & Kramer, LLC

Employee Benefit Plan Auditor

About DiClaudio & Kramer, LLC

<p>Founded in 2009, DiClaudio &amp; Kramer, LLC is a CPA firm in the Pittsburgh metro area that works with both individuals and businesses on accounting, tax, and audit needs.</p> <p>The firm’s tax work includes planning and compliance, with experience preparing IRS Forms 990, 1120, and 1040. It also handles bookkeeping support for clients that want help keeping day-to-day records organized and ready for reporting.</p> <p>For organizations that need assurance work, DiClaudio &amp; Kramer provides audit services as part of its broader practice and is listed in this directory among <a href="/retirement-plans">retirement plan providers</a>. Clients often look for a single CPA firm that can coordinate tax filings, bookkeeping, and audit work under one roof.</p> <ul> <li>CPA firm founded in 2009</li> <li>Based in the Pittsburgh area</li> <li>Tax planning and tax compliance services</li> <li>Preparation of IRS Forms 990, 1120, and 1040</li> <li>Bookkeeping and audit services</li> </ul>

Website: https://www.dk-cpa.com/

Founded: 2009

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 25
  • Total AUM Audited: $3.3B
  • 401(k): 25 plans, $3.3B 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).

PlanSponsorAssetsParticipants
OPERATING ENG CONS IND MISC. PENSION FUNDBD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND, PA$845M3,934
IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIABOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA, PA$297M1,004
OPERATING ENGINEERS LOCAL 66 ANNUITY AND SAVINGS FUNDBOARD OF TRUSTEES OPER ENG. LOC 66 ANNUITY AND SAVINGS FUND, PA$290M8,768
IRON WORKERS OF WESTERN PENNSYLVANIA PROFIT SHARING PLANBOARD OF TRUSTEES IRON WORKERS OF WESTERN PA PROFIT SHARING PLAN, PA$226M1,777
THREE RIVERS ANNUITY FUNDBOARD OF TRUSTEES THREE RIVERS ANNUITY FUND, OH$214M952
INSULATORS LOCAL NO. 2 PENSION PLANBOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLAN, PA$206M421
BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIABOARD OF TRUSTEES BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVAN., OH$115M1,235
SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUNDBD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND, PA$112M991
INSULATORS LOCAL NO. 2 ANNUITY PLANBOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN, PA$101M457
UFCW LOCAL 23 & GIANT EAGLE PENSION FUNDBOARD OF TRUSTEES UFCW LOCAL 23 & GIANT EAGLE PENSION FUND, PA$80M2,199
I.U.P.A.T. OF WESTERN PA ANNUITY FUNDBOARD OF TRUSTEES, I.U.P.A.T. ANNUITY FUND OF WESTERN PA, OH$80M1,287
BRICKLAYERS PENSION PLAN OF WESTERN PABRICKLAYERS PENSION FUND TRUSTEES, OH$54M253
UFCW, LOCAL 1776KS, WESTERN DIVISION AND EMPLOYERS PENSION FUNDBOARD OF TRUSTEES UFCW, LOCAL 1776KS, WD AND EMPLOYERS PENSION FUND, PA$50M
OPCMIA LOCAL 526 ANNUITY PLANBOARD OF TRUSTEES OPCMIA LOCAL 526 ANNUITY PLAN, PA$12M502
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLANINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950, PA$11M511