Isdaner & Company, LLC

Employee Benefit Plan Auditor

Bala Cynwyd, PA

About Isdaner & Company, LLC

<p>From its Bala Cynwyd headquarters in the Philadelphia metro area, Isdaner &amp; 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 &amp; 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 Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 8
  • Total AUM Audited: $270.5M
  • 401(k): 8 plans, $270.5M AUM

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