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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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