Jordahl & Sliter PLLC

Employee Benefit Plan Auditor

Kalispell, MT

About Jordahl & Sliter PLLC

<p>In the Flathead Valley near Glacier National Park, Jordahl &amp; Sliter PLLC works with organizations across Northwest Montana on audit and accounting needs.</p> <p>Founded in 1952, the Kalispell, Montana firm has more than 70 years in practice. It handles tax, auditing, accounting, and consulting work for a mix of industries, including financial institutions, nonprofits, construction, and healthcare.</p> <p>For employers that need support tied to benefit plan reporting and related audit requirements, the team includes Todd Tonjum as a point of contact. The firm’s long tenure in the region is a practical advantage for local organizations that want an established CPA office with both tax and audit services under one roof.</p> <p>More details are available at <a href="https://jscpa.com/">https://jscpa.com/</a> or by phone at 406-752-1040.</p> <ul> <li>Audit services, including retirement plan-related work</li> <li>Tax preparation and planning</li> <li>Accounting and financial statement support</li> <li>Consulting for organizations in multiple industries</li> </ul>

Website: https://jscpa.com/

Founded: 1952

Office Locations

  • Kalispell, MT

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3
  • Total AUM Audited: $39.8M
  • 401(k): 3 plans, $39.8M 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
CROWN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLANCROWN ENTERPRISES, INC., MT$19M107
WESTERN BUILDING CENTER 401(K) PROFIT SHARING PLANWESTERN BUILDING CENTER, MT$11M279
RE INVESTMENTS 401(K) PLANRENTAL EQUIPMENT INVESTMENT CORPORATION, MT$9M330

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