# Engelson and Associates, Ltd.
Source: https://planprovider.pro/provider/engelson-and-associates-ltd

> In La Crosse, in Wisconsin’s Mississippi River Valley near the Minnesota border, Engelson and Associates, Ltd. runs a CPA practice that includes support for…

Employee Benefit Plan Auditor

La Crosse, WI

## About Engelson and Associates, Ltd.

<p>In La Crosse, in Wisconsin’s Mississippi River Valley near the Minnesota border, Engelson and Associates, Ltd. runs a CPA practice that includes support for retirement plan sponsors.</p>

<p>Founded in 2003, the firm works with individuals and businesses on tax work and other financial services. Its planning work includes retirement and estate planning, with a one-on-one process centered on managing risk and organizing long-term finances.</p>

<p>For plan sponsors, Engelson and Associates falls within the broader group of <a href="/auditors/401k">401(k) auditors</a> and related <a href="/retirement-plans">retirement plan providers</a>. What sets the firm apart is that tax preparation, financial planning, and retirement and estate planning are handled in the same office, which can simplify coordination across year-end reporting and long-term goals.</p>

<p>Phone: (608) 788-2181. Website: <a href="https://www.eacpas.net/">https://www.eacpas.net/</a>. Contact: Partner William J. Sherry, CPA.</p>

<ul>
<li>CPA firm founded in 2003</li>
<li>Headquartered in La Crosse, Wisconsin</li>
<li>Tax services for individuals and businesses</li>
<li>Retirement and estate planning</li>
<li>Financial planning with one-on-one guidance</li>
</ul>

Website: [https://www.eacpas.net/](https://www.eacpas.net/)

Founded: 2003

## Office Locations

- La Crosse, WI (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 4

- Total AUM Audited: $41.4M

- 401(k): 4 plans, $41.4M 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|

| MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN|
MCFARLANE MANUFACTURING COMPANY, INC., WI|
$25M|
201|

| ORC INDUSTRIES, INC. RETIREMENT AND SAVINGS PLAN|
ORC INDUSTRIES, INC., WI|
$6M|
253|

| DESIGN HOMES 401(K) RETIREMENT PLAN|
DESIGN HOMES, INC., WI|
$6M|
122|

| CHILEDA INSTITUTE, INC. 401(K) RETIREMENT PLAN|
CHILEDA INSTITUTE, INC., WI|
$5M|
160|

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- [Gordon J. Maier & Company, LLP](https://planprovider.pro/provider/gordon-j-maier-and-company-llp) - Racine, WI

- [Lucida LLC](https://planprovider.pro/provider/lucida-llc) - Brookfield, WI

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