Dowell Group, LLP

Employee Benefit Plan Auditor

Palatine, IL

About Dowell Group, LLP

<p>In Chicago’s northwest suburbs, Dowell Group, LLP operates from Palatine and supports employers, organizations, and boards that want straightforward financial reporting and day-to-day accounting help.</p> <p>Founded in 1992, the firm is led by partner Jason Rothenburger, CPA, CFE. Dowell Group prepares financial statements and provides compilation and review services for non-public companies, along with tax and accounting work tied to ongoing business needs. As an audit firm, it also works with organizations looking for an experienced CPA team that understands reporting requirements and internal controls.</p> <p>Dowell Group also does cash flow strategy work and consulting for not-for-profit boards, giving leadership teams current financial information to use in budgeting and decision-making. One point that sets the firm apart is Rothenburger’s combined CPA and Certified Fraud Examiner (CFE) credentials, which can be helpful for clients who want extra attention on fraud risk and financial controls.</p> <p>Dowell Group, LLP is located at 675 N North Court, Suite 450, Palatine, IL, and can be reached at 847-934-0300.</p> <ul> <li>Financial statement preparation</li> <li>Compilations and reviews for non-public companies</li> <li>Tax and accounting services</li> <li>Cash flow strategy work</li> <li>Not-for-profit board consulting</li> </ul>

Website: https://www.dowellcpa.com/leadership/jason-a-rothenburger-cpa-cfe

Founded: 1992

Office Locations

  • Palatine, IL (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3
  • Total AUM Audited: $50.3M
  • 401(k): 3 plans, $50.3M 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
MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST MILLER, COOPER & CO., LTD., IL $123M 424
MALNATI ORGANIZATION 401(K) SAVINGS PLAN MALNATI ORGANIZATION, LLC, IL $29M 1,435
IDEALEASE INC. 401(K) PLAN IDEALEASE, INC., IL $24M 155
ATLANTIC COAST ATHLETIC CLUB 401(K) PLAN ATLANTIC COAST ATHLETIC CLUB, INC., IL $19M 421
BLACK DIAMOND PLUMBING & MECHANICAL INC 401K PLAN BLACK DIAMOND PLUMBING & MECHANI, IL $7M 105

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