About Dufek & Company, LLC
<p>Founded in 2003, Dufek & Company, LLC focuses on one thing: employee benefit plan audits. The firm is led by auditor Scott M. Dufek and works with plan sponsors that need an audit firm familiar with retirement plan requirements and timelines.</p> <p>Headquartered in Brookfield in the Milwaukee metro area, with an office in Chicago, the firm supports plan sponsors across Wisconsin and Illinois. Its work centers on retirement plan audit compliance and a process built to keep day-to-day plan operations moving while the audit is underway.</p> <p>Dufek & Company is a niche CPA practice that specializes exclusively in employee benefit plan audits, including 401(k), 403(b), and profit sharing plans. That exclusive focus is a clear differentiator for sponsors that want an audit team that does this work year-round.</p> <p>Plan sponsors can request a fixed quote for an employee benefit plan audit.</p> <ul> <li>Employee benefit plan audits for 401(k), 403(b), and profit sharing plans</li> <li><a href="/auditors/401k">401(k) auditors</a> for annual plan audit compliance support</li> <li>Audit services designed to limit disruption during fieldwork</li> <li>Service coverage across the Milwaukee and Chicago metro areas, plus WI and IL</li> </ul>
Website: https://www.5500audit.com/
Founded: 2003
Office Locations
- Brookfield, WI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 25
- Total AUM Audited: $861.0M
- 401(k): 25 plans, $861.0M 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).
Showing top 20 of 24 plans serviced in 2024.