Frank Rimerman & Co. LLP

Employee Benefit Plan Auditor

Palo Alto, CA

About Frank Rimerman & Co. LLP

<p>Founded in 1949, Frank Rimerman &amp; Co. LLP is a public accounting firm based in Palo Alto in the heart of Silicon Valley, serving clients across the San Francisco Bay Area and throughout California.</p> <p>The firm works with innovators, entrepreneurs, and technology companies, and it also supports clients in areas such as investment funds and wineries. In addition to business work, the team handles individual and family needs through its private wealth management practice.</p> <p>Frank Rimerman &amp; Co. LLP provides assurance services, income tax planning, and related accounting support. For plan sponsors that need an independent financial statement review, the firm fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and other retirement plan audit providers.</p> <p>What sets the firm apart is its long history in the Bay Area paired with day-to-day experience working with fast-moving technology and entrepreneurial organizations.</p> <ul> <li>Public accounting firm founded in 1949</li> <li>Based in Palo Alto, serving the Silicon Valley and greater Bay Area market</li> <li>Assurance and audit services</li> <li>Income tax planning</li> <li>Private wealth management</li> </ul>

Website: http://www.frankrimerman.com/

Founded: 1949

Office Locations

  • Palo Alto, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 203
  • Total AUM Audited: $5.6B
  • 401(k): 203 plans, $5.6B 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).

PlanSponsorAssetsParticipants
EXPONENT INC. 401(K) SAVINGS PLAN EXPONENT, INC., CA $616M 1,067
GUIDEWIRE SOFTWARE RETIREMENT TRUST GUIDEWIRE SOFTWARE, CA $483M 1,667
JAZZ PHARMACEUTICALS, INC. 401K PLAN JAZZ PHARMACEUTICALS, INC., CA $374M 1,473
THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES PORTS AMERICA SHARED SERVICES, INC, AZ $275M 1,493
THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES PORTS AMERICA, AZ $244M 1,159
401(k) Retirement Plan Healthcare Sponsor, TX $213M 3,081
401(k) Retirement Plan Manufacturing Sponsor, CA $143M 2,153
401(k) Retirement Plan Professional Services Sponsor, CA $124M 478
401(k) Retirement Plan Technology Sponsor, CA $113M 2,063

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