About Fester & Chapman, PLLC
<p>Founded in 2003, Fester & 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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN | EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC., AZ | $180M | 1,958 |
| BASIS EDUCATIONAL GROUP RETIREMENT PLAN | BASIS EDUCATIONAL VENTURES, LLC, AZ | $97M | 2,389 |
| GREAT HEARTS ACADEMIES 401(K) PLAN | GREAT HEARTS AMERICA, AZ | $50M | 2,812 |
| NORTH COUNTRY HEALTHCARE, INC. 401(K) RETIREMENT PLAN | NORTH COUNTRY HEALTHCARE, INC., AZ | $28M | 574 |
| MARIPOSA COMMUNITY HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MARIPOSA COMMUNITY HEALTH CENTER, INC., AZ | $24M | 433 |
| 403(b) Retirement Plan | Healthcare Sponsor, AZ | $21M | 323 |
| 403(b) Retirement Plan | Manufacturing Sponsor, AZ | $19M | 812 |
| 403(b) Retirement Plan | Professional Services Sponsor, AZ | $16M | 473 |
| 403(b) Retirement Plan | Technology Sponsor, AZ | $10M | 443 |
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