Dulin, Ward & DeWald, Inc.

Employee Benefit Plan Auditor

Fort Wayne, IN

About Dulin, Ward & DeWald, Inc.

<p>Founded in 2003, Dulin, Ward &amp; DeWald, Inc. is a CPA firm headquartered in Fort Wayne in northeast Indiana, with an additional office in Marion. From these locations, the firm works with businesses and individuals across the Fort Wayne–Marion area.</p> <p>The firm handles accounting and tax work, including ongoing bookkeeping and accounting support, plus tax planning and tax preparation. It is also listed in retirement plan directories as one of the local <a href="/auditors/401k">401(k) auditors</a>, assisting employers that sponsor workplace retirement plans.</p> <p>What separates Dulin, Ward &amp; DeWald from many firms is the emphasis on long-term client relationships paired with community involvement, rather than treating client work as a one-time engagement.</p> <p>More information is available at <a href="https://dwdcpa.com/" target="_blank" rel="noopener">dwdcpa.com</a> or by phone at (260) 423-2414.</p> <ul> <li>CPA firm providing audit, accounting, and tax services</li> <li>Tax planning and tax preparation</li> <li>Retirement plan audit support (auditor)</li> <li>Head office in Fort Wayne, Indiana, with an office in Marion</li> </ul>

Website: https://dwdcpa.com/

Founded: 2003

Office Locations

  • Fort Wayne, IN (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 26
  • Total AUM Audited: $576.9M
  • 401(k): 26 plans, $576.9M 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
PARTS TOWN UNLIMITED, LLC 401(K) PLAN PARTS TOWN UNLIMITED, LLC, IL $157M 3,962
EASTPORT HOLDINGS, LLC 401(K) PLAN EASTPORT HOLDINGS, LLC, TN $69M 468
ROUND ROOM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN ROUND ROOM HOLDINGS, INC., IN $51M 1,421
C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST C & A TOOL ENGINEERING, INC., IN $45M 561
TLC MANAGEMENT, INC. 401(K) PLAN TENDER LOVING CARE MANAGEMENT, IN $31M 2,102
401(k) Retirement Plan Healthcare Sponsor, IN $26M 309
401(k) Retirement Plan Manufacturing Sponsor, IN $20M 197
401(k) Retirement Plan Professional Services Sponsor, IN $19M 206
401(k) Retirement Plan Technology Sponsor, IN $17M 282

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