About Ellin & Tucker, Chartered
<p>Founded in 2003, Ellin & Tucker, Chartered is a CPA firm based in Baltimore in the greater Washington–Baltimore region.</p> <p>The firm provides accounting and CPA services and works with organizations that need an independent auditor as part of their financial reporting and compliance needs. Clients often choose Ellin & Tucker for a mix of big-firm resources and small-firm accessibility, with senior-level attention on day-to-day work.</p> <p>In the retirement space, this type of firm commonly supports plan sponsors that need annual plan audits. If you are comparing <a href="/auditors/401k">401(k) auditors</a> or other <a href="/retirement-plans">retirement plan providers</a>, Ellin & Tucker is a Baltimore-area option for audit and related CPA support.</p> <ul> <li>Firm type: auditor / CPA firm</li> <li>Founded: 2003</li> <li>Headquarters: Baltimore, Maryland</li> <li>Service approach: large-firm resources with small-firm access</li> </ul>
Website: https://www.ellinandtucker.com/
Founded: 2003
Office Locations
- Baltimore, MD (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 88
- Total AUM Audited: $5.2B
- 401(k): 88 plans, $5.2B AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | BREAKTHRU BEVERAGE GROUP, LLC, NY | $769M | 7,882 |
| AIMBRIDGE PARENT, INC. 401(K) PLAN | AIMBRIDGE PARENT, INC, TX | $470M | 41,368 |
| LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | LOYOLA UNIVERSITY MARYLAND, MD | $441M | 2,148 |
| AIMBRIDGE PARENT, INC. 401(K) PLAN | AIMBRIDGE PARENT, INC, TX | $424M | 51,320 |
| LABORERS LOCAL UNION NO. 158 PENSION PLAN | LABORERS LOCAL UNION NO. 158 PENSION FUND, PA | $246M | 1,133 |
| 401(k) Retirement Plan | Healthcare Sponsor, MD | $195M | 385 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | $129M | 260 |
| 401(k) Retirement Plan | Professional Services Sponsor, MD | $123M | 286 |
| 401(k) Retirement Plan | Technology Sponsor, VA | $120M | 4,762 |
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