Hood & Strong LLP

Employee Benefit Plan Auditor

San Jose, CA

About Hood & Strong LLP

<p>Founded in 1917, Hood &amp; Strong LLP is an independent CPA firm headquartered in San Jose in the heart of Silicon Valley, serving clients across the Bay Area and the broader West.</p> <p>The firm provides assurance (including audit services), tax planning and compliance, and business advisory work for individuals, privately held businesses, and mission-driven organizations. Its teams work across commercial and not-for-profit organizations, with a mix of accounting and regulatory experience that fits ongoing reporting needs as well as one-time projects.</p> <p>For organizations that sponsor retirement plans, Hood &amp; Strong is listed in this directory as one of the <a href="/auditors/401k">401(k) auditors</a> plan sponsors may consider when an independent plan audit is required. Clients typically use the firm for annual audit support along with related accounting and tax coordination.</p> <p>One differentiator is the firm’s long operating history paired with a single Bay Area headquarters that supports regional clients across the West.</p> <ul> <li>Independent CPA firm founded in 1917</li> <li>Headquarters: San Jose (San Francisco Bay Area/Silicon Valley)</li> <li>Assurance and audit services</li> <li>Tax planning and compliance</li> <li>Business advisory services for commercial and not-for-profit organizations</li> </ul>

Website: https://www.hoodstrong.com/

Founded: 1917

Office Locations

  • San Jose, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 39
  • Total AUM Audited: $9.2B
  • 401(k): 39 plans, $9.2B 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
ADOBE INC. 401(K) RETIREMENT SAVINGS PLANADOBE INC., CA$5.0B15,199
FISHER INVESTMENTS 401(K) PLANFISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS, TX$1.2B4,886
WILBUR-ELLIS 401(K) PLANWILBUR-ELLIS HOLDINGS, INC., CO$398M2,889
ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUSTZOOM VIDEO COMMUNICATIONS, INC., CA$379M3,593
MOZILLA CORPORATION 401(K) PLANMOZILLA CORPORATION, CA$217M624
WILBUR-ELLIS RETIREMENT PLANWILBUR-ELLIS HOLDINGS, INC., CO$179M2,050
ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLANZIMMER GUNSUL FRASCA ARCHITECTS LLP, OR$151M647
KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLANKENNEDY/JENKS CONSULTANTS, INC., CA$148M507
THE MONTEREY BAY AQUARIUM RETIREMENT PLANTHE MONTEREY BAY AQUARIUM FOUNDATION, CA$105M582
SAMUEL MERRITT UNIVERSITY 403(B) PLANSAMUEL MERRITT UNIVERSITY, CA$101M755
AI INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANAI INDUSTRIES, INC., CA$97M105
CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLANCALIFORNIA COLLEGE OF THE ARTS, CA$90M771
THE HEAD-ROYCE SCHOOL 403(B) PLANTHE HEAD-ROYCE SCHOOL, CA$89M184
SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLANSAN FRANCISCO MUSEUM OF MODERN ART, CA$73M603
DAVID AND LUCILE PACKARD FOUNDATION EMPLOYER CONTRIBUTION RETIREMENT PLANTHE DAVID AND LUCILE PACKARD FOUNDATION, CA$71M151
MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLANMARIN COUNTRY DAY SCHOOL, CA$65M205
FUERST GROUP 401(K) PLANFUERST GROUP, INC., CA$63M482
PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLANPLANT/ALLISON CORPORATION, CA$60M123
SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLANSAN FRANCISCO UNIVERSITY HIGH SCHOOL, CA$54M128
CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANCRYSTAL SPRINGS UPLANDS SCHOOL, CA$49M163

Showing top 20 of 37 plans serviced in 2024.

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