Fester & Chapman, PLLC

Employee Benefit Plan Auditor

Scottsdale, AZ

About Fester & Chapman, PLLC

<p>Founded in 2003, Fester &amp; Chapman, PLLC brings more than 50 years of combined experience to audit, accounting, and consulting work.</p> <p>Headquartered in Scottsdale in the Phoenix metro area, the firm works with a mix of prominent businesses and public-facing organizations across Arizona.</p> <p>Its team handles audits and related accounting support for government entities, schools, and nonprofit organizations, along with consulting projects tied to financial reporting and oversight.</p> <p>What sets Fester &amp; Chapman apart is its range of client types—private, public, and nonprofit—which gives the firm a practical view of different reporting and compliance expectations.</p> <ul> <li>Audit services, including <a href="/auditors/401k">401(k) auditors</a> support</li> <li>Accounting services</li> <li>Consulting services</li> <li>Works with businesses, government entities, schools, and nonprofits</li> </ul>

Website: https://www.festerchapman.com/

Founded: 2003

Office Locations

  • Scottsdale, AZ (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 14
  • Total AUM Audited: $383.4M
  • 401(k): 14 plans, $383.4M 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).

PlanSponsorAssetsParticipants
EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLANEL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC., AZ$180M1,958
GREAT HEARTS ACADEMIES 401(K) PLANGREAT HEARTS AMERICA, AZ$50M2,812
NORTH COUNTRY HEALTHCARE, INC. 401(K) RETIREMENT PLANNORTH COUNTRY HEALTHCARE, INC., AZ$28M574
MARIPOSA COMMUNITY HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUSTMARIPOSA COMMUNITY HEALTH CENTER, INC., AZ$24M433
SUNSET COMMUNITY HEALTH CENTER, INC. 403(B) PLANSUNSET COMMUNITY HEALTH CENTER, INC, AZ$21M323
ADELANTE HEALTHCARE 403(B) RETIREMENT PLANADELANTE HEALTHCARE, INC., AZ$19M812
CHIRICAHUA COMMUNITY HEALTH CENTERS, INC. 403(B) PLANCHIRICAHUA COMMUNITY HEALTH CENTERS, INC., AZ$16M473
403(B) THRIFT PLAN FOR EMPLOYEES OF TERROS, INC.TERROS, INC., AZ$10M443
403(B) THRIFT PLAN FOR EMPLOYEES OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.NATIVE AMERICAN COMMUNITY HEALTH, AZ$9M174
403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEYLIFEVALLEYLIFE, AZ$7M443
403(B) THRIFT PLAN FOR EMPLOYEES OF CIRCLE THE CITYCIRCLE THE CITY, AZ$7M263
UNITED COMMUNITY HEALTH CENTER 403(B) PLANUNITED COMMUNITY HEALTH CENTER - MARIA AUXILIADORA, INC., AZ$7M161
ARIZONA CHARTER SOLUTIONS 401K PLANARIZONA CHARTER SOLUTIONS, AZ$5M274
UMOM NEW DAY CENTERS, INC. 401(K) PLANUMOM NEW DAY CENTERS, INC., AZ$3M139

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