About Herbein + Company, Inc.
<p>Founded in 1991, Herbein + Company, Inc. is a CPA firm that provides audit services alongside accounting, tax, and advisory work.</p> <p>Headquartered in Reading in southeastern Pennsylvania, the firm works with organizations across the greater Philadelphia region and surrounding communities. Herbein + Company, Inc. has 315 employees and supports clients with year-round reporting, compliance, and planning needs.</p> <p>For employers that sponsor retirement plans, the firm’s audit team helps plan administrators meet annual filing and documentation requirements, including the financial statement work tied to Form 5500 filings. This focus on combining audit work with in-house tax and advisory resources is a practical fit for businesses that want one firm coordinating multiple parts of their finance function.</p> <ul> <li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>Financial statement audits and assurance services</li> <li>Business accounting and tax preparation</li> <li>Advisory support for budgeting, planning, and reporting</li> </ul>
Website: https://www.herbein.com/
Founded: 1991
Employees: 315
Office Locations
- Reading, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 49
- Total AUM Audited: $3.0B
- 401(k): 49 plans, $3.0B 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 |
|---|---|---|---|
| SANTANDER 401(K) PLAN | SANTANDER HOLDINGS USA, INC., PA | $1.9B | 12,035 |
| BANCO SANTANDER USA OFFICES RETIREMENT PLAN | BANCO SANTANDER S.A. NEW YORK BRANCH, NY | $123M | 61 |
| SFS GROUP USA 401(K) PLAN | SFS GROUP USA, INC., PA | $114M | 1,561 |
| LATICRETE INTERNATIONAL, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | LATICRETE INTERNATIONAL, INC., CT | $74M | 538 |
| SINGER EQUIPMENT CO., INC. 401(K) RETIREMENT PLAN | SINGER EQUIPMENT CO., INC., PA | $72M | 1,125 |
| INDEPENDENCE COMMUNITY BANK EMPLOYEES RETIREMENT PLAN | INDEPENDENCE COMMUNITY BANK C/O SANTANDER HOLDINGS USA, INC., MA | $60M | 7 |
| GLEN-GERY CORPORATION 401(K) PLAN | GLEN-GERY CORPORATION, PA | $52M | 860 |
| THE J.G. WENTWORTH COMPANY 401(K) PLAN | THE J.G. WENTWORTH COMPANY, LLC, PA | $50M | 788 |
| UDA 401(K) PLAN | UNITED DAIRYMEN OF ARIZONA, AZ | $49M | 290 |
| HIGHLAND TANK, LLC 401(K) PLAN | HIGHLAND TANK, LLC, PA | $43M | 360 |
| MEDICAL ASSOCIATES OF THE LEHIGH VALLEY PC RETIREMENT & SAVINGS PLAN | MEDICAL ASSOCIATES OF THE LEHIGH VALLEY, P.C., PA | $42M | 191 |
| CO-OP 401(K) PLAN | DAIRY ONE COOPERATIVE, INC., NY | $39M | 241 |
| EVANS NETWORK SERVICES, INC. 401(K) PLAN | EVANS NETWORK SERVICES, INC., PA | $29M | 548 |
| WEIRTON GERIATRIC CENTER, INC. EMPLOYEES' STOCK OWNERSHIP PLAN | WEIRTON GERIATRIC CENTER, INC., WV | $28M | 144 |
| AMERICAN CRANE & EQUIPMENT CORPORATION 401(K) PLAN | AMERICAN CRANE & EQUIPMENT CORPORATION, PA | $27M | 196 |
| GALLIKER DAIRY COMPANY EMPLOYEES 401(K) SAVINGS PLAN | GALLIKER DAIRY CO., PA | $24M | 259 |
| JUST PLAY LLC 401(K) PLAN | JUST PLAY, LLC, FL | $24M | 283 |
| O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN | O'DONNELL & NACCARATO, INC., PA | $21M | 99 |
| BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN | BERKSHIRE SYSTEMS GROUP, INC, PA | $20M | 145 |
| GATEWAY TICKETING SYSTEMS, INC. 401(K) PLAN | GATEWAY TICKETING SYSTEMS, INC., PA | $20M | 128 |
Showing top 20 of 52 plans serviced in 2024.