About Hedman Partners LLP
<p>Founded in 1991, Hedman Partners LLP works with middle-market companies and closely held businesses that want practical audit and accounting support backed by experienced tax planning.</p> <p>Headquartered in Valencia in the Santa Clarita Valley, the firm works with organizations across the greater Southern California region. In addition to businesses, Hedman Partners also works with entrepreneurs, real estate investors, and high-net-worth individuals.</p> <p>The firm provides audit, accounting, tax, and advisory services, with an emphasis on straightforward guidance and consistent follow-through. What sets Hedman Partners apart is its long-standing local base in the Santa Clarita Valley paired with a broader Southern California footprint for clients whose operations span the region.</p> <p>For details, contact Janet Thomerson at (661) 287-6333.</p> <ul> <li>Audit services (including retirement plan audit support as needed)</li> <li>Business accounting and financial reporting</li> <li>Tax preparation and tax planning</li> <li>Advisory and strategic planning for owners and executives</li> </ul>
Website: https://www.hedmanpartners.com/
Founded: 1991
Office Locations
- Valencia, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 48
- Total AUM Audited: $1.5B
- 401(k): 48 plans, $1.5B 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 |
|---|---|---|---|
| J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN | J. F. SHEA COMPANY, INC., CA | $483M | 1,919 |
| BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | BLACKLINE INC., CA | $184M | 1,106 |
| WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN | WEDBUSH SECURITIES INC., CA | $182M | 782 |
| JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | JOHN PAUL MITCHELL SYSTEMS, CA | $63M | 332 |
| PACIFIC LANGHAM 401(K) PLAN | PACIFIC LANDMARK LIMITED, CA | $51M | 1,396 |
| TELACU ACCUMULATION PLAN | THE EAST LOS ANGELES COMMUNITY UNION, CA | $44M | 423 |
| THE NEW HOME COMPANY 401(K) PLAN | TNHC REALTY AND CONSTRUCTION, INC., CA | $36M | 365 |
| ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN | ROLAND CORPORATION U.S., CA | $34M | 186 |
| LOGISTEED AMERICA, INC. 401(K) PLAN | LOGISTEED AMERICA, INC., CA | $29M | 302 |
| SCORPION 401(K) PLAN | SCORPION ENTERPRISES, LLC, CA | $28M | 742 |
| LINE 6 401K | YAMAHA GUITAR GROUP, INC., DBA LINE 6, INC., CA | $26M | 203 |
| MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN | MIKE THOMPSON RECREATIONAL VEHICLES, CA | $23M | 267 |
| ROYAL PLYWOOD CO., LLC PROFIT SHARING PLAN | ROYAL PLYWOOD COMPANY, LLC, CA | $20M | 226 |
| PACIFICA GRADUATE INSTITUTE 401(K) PLAN | SANTA BARBARA GRADUATE SCHOOL, INC. DBA PACIFICA GRADUATE INSTITUTE, CA | $18M | 364 |
| CLASSIC WIRE CUT COMPANY, INC. 401(K) PLAN | CLASSIC WIRE CUT COMPANY INC, CA | $18M | 126 |
| MOORE INDUSTRIES 401(K) SAVINGS PLAN | MOORE INDUSTRIES-INTERNATIONAL, INC, CA | $17M | 127 |
| HRD AERO SYSTEMS, INC. 401(K) PLAN | HRD AERO SYSTEMS, INC., CA | $16M | 267 |
| B & B MANUFACTURING CO., INC. 401(K) PLAN | B & B MANUFACTURING CO., INC., CA | $16M | 209 |
| SUNVAIR AEROSPACE GROUP, INC. 401(K) PLAN | SUNVAIR AEROSPACE GROUP, INC., CA | $16M | 415 |
| GOTHIC LANDSCAPING, INC. 401(K) RETIREMENT SAVINGS PLAN | GOTHIC LANDSCAPING, INC., CA | $15M | 1,966 |
Showing top 20 of 40 plans serviced in 2024.