About Joseph P. Melvin Company, LLC
<p>Founded in 1959 in Wayne on Philadelphia’s Main Line, Joseph P. Melvin Company, LLC is a CPA firm that works with businesses and organizations across the Mid-Atlantic.</p> <p>The firm provides tax services, assurance work, and advisory support, with experience that fits well for employers that need reliable accounting and reporting help tied to their benefit programs. As an auditing firm, it also works alongside other <a href="/retirement-plans">retirement plan providers</a> involved in plan administration and oversight.</p> <p>Joseph P. Melvin Company, LLC is a member of the AICPA and the PICPA. One point that sets the firm apart is its long operating history, which many sponsors value when selecting outside accounting and audit support.</p> <p>Ryan J. Melvin is a contact at the firm and can be reached at (610) 687-4150 Ext 412 or <a href="mailto:rmelvin@jpmelvin.com">rmelvin@jpmelvin.com</a>.</p> <ul> <li>CPA firm founded in 1959</li> <li>Headquartered in Wayne, Pennsylvania (Philadelphia metro)</li> <li>Tax services</li> <li>Assurance and audit support, including work connected to employer benefit plans</li> <li>Advisory services</li> </ul>
Website: https://jpmelvin.com/
Founded: 1959
Office Locations
- Wayne, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $595.2M
- 401(k): 10 plans, $595.2M 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 |
|---|---|---|---|
| CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC, MD | $196M | 2,133 |
| BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN | BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION, PA | $140M | 484 |
| PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES LTD. 401K PROFIT SHARING PLAN | PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES, LTD., PA | $105M | 264 |
| KIDNEY CARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | KIDNEY CARE SPECIALISTS, LLC, PA | $56M | 155 |
| TRI-CENTURY EYE CARE, P.C. 401(K) PROFIT SHARING PLAN | TRI-CENTURY EYE CARE, P.C., PA | $22M | 89 |
| 401(k) Retirement Plan | Healthcare Sponsor, RI | $21M | 103 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | $17M | — |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $17M | 668 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $16M | 382 |
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