# Elgee Rehfeld, LLC
Source: https://planprovider.pro/provider/elgee-rehfeld-llc

> 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 J…

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/](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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