Frank N Hestand CPA PSC

Employee Benefit Plan Auditor

Lexington, KY

About Frank N Hestand CPA PSC

<p>Founded in 1999, this Lexington-based CPA firm works with individuals and businesses across the Lexington–Fayette area and central Kentucky.</p> <p>Frank N Hestand CPA PSC is headquartered at 261 Regency Cir, Ste 3 in Lexington, Kentucky. The firm is led by Frank N. Hestand, CPA, and provides accounting and related advisory support for clients that need help staying on top of financial reporting and compliance.</p> <p>Its Better Business Bureau rating is A+. Clients can reach the office at (859) 276-3573 to discuss accounting, tax, or consulting needs, including work that may support employer retirement plan reporting alongside other business services.</p> <p>What sets the firm apart is its long-standing local presence in Lexington, with services delivered directly through an owner-led practice.</p> <ul> <li>CPA and public accounting services</li> <li>Tax preparation and tax planning</li> <li>Business consulting and advisory support</li> <li>Based in Lexington in the Bluegrass region of Kentucky</li> </ul>

Founded: 1999

Office Locations

  • Lexington, KY (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 13
  • Total AUM Audited: $341.7M
  • 401(k): 13 plans, $341.7M 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
IBEW LOCAL 466 PENSION PLANJOINT BOARD OF TRUSTEES OF IBEW LOCAL 466 PENSION, WV$146M473
NECA-IBEW LOCAL UNION 1701 PENSION BENEFIT TRUST FUNDJOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN, MI$73M460
UNITED STEELWORKERS LOCAL 14614 PENSION TRUST FUNDUNITED STEELWORKERS LOCAL 14614 PENSION TRUST BOARD OF TRUSTEES, KY$44M396
BRICKLAYERS LOCAL NO. 1 OF KY. PENSION TRUST FUNDJOINT BOARD OF TRUSTEES BRICKLAYER UNION NO. 1 OF KY. PENSION TRUST, MI$24M389
INTERNATIONAL ALLIANCE OF THEATRICAL & STAGE EMPLOYEES LOCAL 17 RETIREMENT FUNDBOARD OF TRUSTEES-INTERNATIONAL ALLIANCE-THEATRICAL & STAGE, KY$8M122
UNITED STEELWORKERS LOCAL 14614 SUPPLEMENTAL ANNUITY PLANUNITED STEELWORKERS LOCAL 14614 SUPPLEMENTAL ANN BOARD OF TRUSTEES, KY$8M753

Other Employee Benefit Plan Auditors in KY