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 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $44M | 423 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $36M | 365 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $34M | 186 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $29M | 302 |
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