About Frankel, LLC
<p>Founded in 1959, Frankel, LLC has been part of the Omaha business community for decades, working with organizations across the greater Omaha–Council Bluffs metro area.</p> <p>The firm is a CPA practice that provides audit and accounting work along with tax and consulting services. Frankel, LLC is a member of the CPAmerica Alliance, which gives the team access to national firm resources while keeping day-to-day service local.</p> <p>Dan Davis, CPA, leads the Audit & Accounting Department. He is a member of the AICPA and the Nebraska Society of CPAs (NSCPA), and he works with clients that need reliable audit support and clear financial reporting.</p> <p>What sets Frankel, LLC apart is its combination of long-standing local roots in Omaha and the added reach of the CPAmerica Alliance.</p> <ul> <li>CPA firm offering audit, accounting, tax, and consulting services</li> <li>Founded in 1959</li> <li>Based in Omaha in the greater Omaha–Council Bluffs metro</li> <li>CPAmerica Alliance member firm</li> <li>Audit & Accounting Department led by Dan Davis, CPA (AICPA and NSCPA member)</li> </ul>
Website: https://frankel.cpa/
Founded: 1959
Office Locations
- Omaha, NE
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 26
- Total AUM Audited: $1.3B
- 401(k): 26 plans, $1.3B 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | NATIONAL INDEMNITY COMPANY, NE | $600M | 3,352 |
| LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST | LEO A DALY COMPANY, NE | $173M | 766 |
| THE SCOULAR COMPANY RETIREMENT SAVINGS PLAN | THE SCOULAR COMPANY, NE | $166M | 1,082 |
| LINDSAY CORPORATION 401(K) PLAN AND TRUST | LINDSAY CORPORATION, NE | $95M | 671 |
| MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN | MCGRATH NORTH MULLIN & KRATZ, PC LLO, NE | $89M | 113 |
| 401(k) Retirement Plan | Healthcare Sponsor, NE | $77M | 420 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IA | $66M | 539 |
| 401(k) Retirement Plan | Professional Services Sponsor, NE | $59M | 736 |
| 401(k) Retirement Plan | Technology Sponsor, IA | $58M | 1,063 |
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