Felch & Company, LLC

Employee Benefit Plan Auditor

Caribou, ME

About Felch & Company, LLC

<p>From its Main Street office in Caribou in far northern Maine near the Canadian border, Felch &amp; Company, LLC works with individuals and local businesses on accounting and assurance needs.</p> <p>Founded in 2003, the firm is led by CPA and auditor Gisele L. MacDonald. Her work includes financial reporting support, tax preparation, and general business advisory services, along with audit engagements when a third-party review is required.</p> <p>Felch &amp; Company, LLC operates as a small, locally based practice, which can be helpful for organizations that want to work directly with the auditor handling the engagement. The firm is headquartered at 647 Main Street, Caribou, ME.</p> <p>For firms looking for <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>, Felch &amp; Company can be a point of contact for audit and accounting questions. Phone: 207-624-8500.</p> <ul> <li>CPA firm founded in 2003</li> <li>Headquarters: 647 Main Street, Caribou, ME</li> <li>Key contact: Gisele L. MacDonald (CPA, auditor)</li> <li>Services include audits, financial reporting, and tax preparation</li> </ul>

Founded: 2003

Office Locations

  • Caribou, ME (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3
  • Total AUM Audited: $26.8M
  • 401(k): 3 plans, $26.8M 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).

PlanSponsorAssetsParticipants
UNITED INSURANCE 401(K) RETIREMENT SAVINGS PLANUIG, INC., ME$13M176
DAIGLE OIL COMPANY 401(K) PLANDAIGLE OIL COMPANY, ME$11M90
MCCRUM FAMILY HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLANMCCRUM FAMILY HOLDINGS, LLC, ME$3M207

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