GellerRagans

Employee Benefit Plan Auditor

Orlando, FL

About GellerRagans

<p>Founded in 1947, GellerRagans is a long-standing CPA firm in downtown Orlando, serving organizations across Central Florida. The firm’s office is located at 110 N Orange Avenue, Orlando, FL 32801.</p> <p>GellerRagans handles audit and compliance work along with tax and advisory services. Its service lines include Auditing, Business Consulting, Estates/Trusts, and Tax Services, making it a fit for companies that want these functions coordinated through one local team.</p> <p>For retirement plan engagements, sponsors looking for <a href="/auditors/401k">401(k) auditors</a> can work with the firm’s CPAs, including Deborah F. Brannon, CPA. Clients can also find firm details and contact information at <a href="https://orlandocpa.com">orlandocpa.com</a>.</p> <p>What sets GellerRagans apart is its long operating history in the Orlando market paired with a broad menu of accounting and consulting services under one roof.</p> <ul> <li>Founded: 1947</li> <li>Location: 110 N Orange Avenue, Orlando, FL 32801</li> <li>Services: Auditing</li> <li>Services: Business Consulting</li> <li>Services: Estates/Trusts and Tax Services</li> </ul>

Website: https://www.orlandocpa.com

Founded: 1947

Office Locations

  • Orlando, FL

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 5
  • Total AUM Audited: $55.6M
  • 401(k): 5 plans, $55.6M 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
TREACE MEDICAL CONCEPTS 401(K) RETIREMENT SAVINGS PLANTREACE MEDICAL CONCEPTS INC, FL$25M479
VACATION INNOVATIONS, LLC 401(K) PLANVACATION INNOVATIONS, LLC, FL$16M210
ENTERPRISE FLORIDA, INC. RETIREMENT SAVINGS PLANENTERPRISE FLORIDA, INC., FL$11M73
CHILDRENFIRST 401(K) PLANMILLENIA PEDIATRICS, LLC, FL$7M255
TOMOKA EYE ASSOCIATES 401(K)( PROFIT SHARING PLAN & TRUSTTOMOKA EYE ASSOCIATES PA, FL$5M113
MORTGAGE LENDERS INVESTMENT TRADING CORPORATION 401(K) PLANMORTGAGE LENDERS INVESTMENT TRADING CORPORATION, FL$3M310

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