About Eric J. Fernandez & Co.
<p>Founded in 2003, Eric J. Fernandez & Co. is a CPA tax, accounting, and audit firm based in West Dundee in the northwest suburbs of the Chicago metro area.</p> <p>The firm provides tax preparation and tax planning for individuals and businesses, along with accounting services and audit work. For employers that sponsor retirement plans, this mix can help align plan reporting with a company’s broader financial reporting and tax deadlines.</p> <p>Eric J. Fernandez & Co. operates from its West Dundee office and works with local organizations and Chicago-area businesses. Carl L. Swanson is part of the firm’s professional team.</p> <p>A key differentiator is that clients can address day-to-day tax compliance and audit support with the same firm, which can cut down on back-and-forth when plan sponsors need both tax and assurance services.</p> <ul> <li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax preparation for individuals and businesses</li> <li>Tax planning and compliance</li> <li>Accounting services and financial reporting assistance</li> </ul>
Website: https://www.ejfcpa.com/home
Founded: 2003
Office Locations
- West Dundee, IL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $438.4M
- 401(k): 4 plans, $438.4M 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 |
|---|---|---|---|
| NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN | TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND, IL | $488M | 1,010 |
| IBEW LOCAL NO. 117 PENSION FUND | TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUND, IL | $252M | 464 |
| IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN | BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION, MI | $171M | 1,075 |
| PROFIT SHARING 401K PLAN FOR EMPLOYEES OF CONTINENTAL WEB PRESS, INC. | CONTINENTAL WEB PRESS, INC., IL | $12M | 92 |
| REMPREX, LLC RETIREMENT SAVINGS PLAN | REMPREX, LLC, IL | $7M | 503 |
| 401(k) Retirement Plan | Healthcare Sponsor, MI | $6M | 247 |
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