About Isdaner & Company, LLC
<p>From its Bala Cynwyd headquarters in the Philadelphia metro area, Isdaner & Company, LLC works with organizations that need a CPA firm that can handle complex financial reporting and compliance.</p> <p>Founded in 1967, the firm has been recognized as a top accounting firm by the Philadelphia Business Journal for over two decades. Its client work includes high-net-worth individuals, closely held companies, and organizations in sectors such as family-owned businesses, real estate, long-term care, and nonprofit operations.</p> <p>As an audit-focused <a href="/retirement-plans">retirement plan provider</a> listing, Isdaner & Company brings a background in closely held and regulated industries that often intersect with retirement plan reporting requirements. This cross-industry experience is a key differentiator for sponsors who want an auditor familiar with both business operations and sector-specific financial issues.</p> <p>Phone: (610)-668-4200</p> <ul> <li>CPA firm founded in 1967</li> <li>Headquartered in Bala Cynwyd, serving the Philadelphia region</li> <li>Works with high-net-worth individuals and closely held companies</li> <li>Industry experience in real estate, long-term care, and nonprofits</li> <li>Recognized by the Philadelphia Business Journal for over two decades</li> </ul>
Website: https://www.isdanerllc.com/
Founded: 1967
Office Locations
- Bala Cynwyd, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 8
- Total AUM Audited: $270.5M
- 401(k): 8 plans, $270.5M 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 |
|---|---|---|---|
| PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON RADIOLOGY ASSOCIATES, P.A, NJ | $125M | 339 |
| FIRSTRUST 401(K) AND PROFIT SHARING PLAN | FIRSTRUST SAVINGS BANK, PA | $83M | 468 |
| LABWARE HOLDINGS, INC. 401K PROFIT SHARING PLAN | LABWARE HOLDINGS, INC., DE | $66M | 230 |
| THE RENFREW CENTERS, INC. 401(K) PLAN | THE RENFREW CENTERS, INC., PA | $20M | 457 |
| INGERMAN GROUP 401(K) PLAN | INGERMAN MANAGEMENT COMPANY, NJ | $16M | 268 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $8M | 131 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $8M | 153 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $6M | — |
| 401(k) Retirement Plan | Technology Sponsor, NY | $5M | 920 |
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