Elgee Rehfeld, LLC

Employee Benefit Plan Auditor

Juneau, AK

About Elgee Rehfeld, LLC

<p>Built from the merger of three Juneau CPA firms, Elgee Rehfeld, LLC is a locally rooted practice with a statewide footprint across Alaska. From its base in Juneau in Southeast Alaska, the firm works with clients throughout the state.</p> <p>Founded in 1983, Elgee Rehfeld provides accounting, audit, and attest services for individuals, businesses, and organizations. For plan sponsors that need an independent review, the firm supports employer-sponsored benefits as part of the broader group of <a href="/retirement-plans">retirement plan providers</a>.</p> <p>Partner Adam Sycks, CPA, is part of the team that handles financial reporting and audit matters. A key differentiator is the combination of long-standing local ties in Juneau and the ability to cover audit work across Alaska.</p> <ul> <li>Founded in 1983</li> <li>Based in Juneau in Southeast Alaska</li> <li>Formed through the merger of three local CPA firms</li> <li>Provides accounting, audit, and attest services</li> <li>Works with individuals, businesses, and organizations across Alaska</li> </ul>

Website: https://elgeerehfeld.com/

Founded: 1983

Office Locations

  • Juneau, AK

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 6
  • Total AUM Audited: $204.8M
  • 401(k): 6 plans, $204.8M 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
SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM (SEARHC) 401(K) PLAN SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM (SEARHC), AK $114M 1,565
NORTON SOUND HEALTH CORPORATION MONEY PURCHASE PENSION PLAN & TRUST NORTON SOUND HEALTH CORPORATION, AK $45M 565
NORTON SOUND HEALTH CORPORATION EMPLOYEE TAX-DEFERRED 403(B) PLAN NORTON SOUND HEALTH CORPORATION, AK $30M 809
SAMSON TUG AND BARGE, INC. 401(K) PLAN SAMSON TUG AND BARGE, INC., AK $8M 104
REACH, INC. 401(K) PLAN REACH, INC., AK $7M 156
403(b) Retirement Plan Healthcare Sponsor, AK $6M 11
401(k) Retirement Plan Manufacturing Sponsor, AK $5M 85

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