# Kuenzi & Company, LLC
Source: https://planprovider.pro/provider/kuenzi-and-company-llc

> Founded in 1978, this Salem, Oregon CPA firm works with organizations that need financial statements and tax filings prepared to professional standards. Head…

Employee Benefit Plan Auditor

Salem, OR

## About Kuenzi & Company, LLC

<p>Founded in 1978, this Salem, Oregon CPA firm works with organizations that need financial statements and tax filings prepared to professional standards.</p>
<p>Headquartered in Salem in the Willamette Valley, Kuenzi &amp; Company, LLC supports clients across the greater mid-Willamette region with core accounting and tax services, including financial accounting and tax preparation.</p>
<p>The firm’s work is often used by boards of directors, financial institutions, and surety bonding companies, so reporting is prepared with those third-party review needs in mind. That focus on outside stakeholders is a practical differentiator for clients who rely on financial statements for lending or bonding decisions.</p>
<ul>
<li>CPA firm based in Salem, Oregon</li>
<li>Founded in 1978</li>
<li>Financial accounting and financial statement support</li>
<li>Tax preparation services</li>
<li>Experience with reporting used by boards, lenders, and surety bond providers</li>
</ul>

Website: [https://www.kuenzicpas.com/](https://www.kuenzicpas.com/)

Founded: 1978

## Office Locations

- Salem, OR (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 10

- Total AUM Audited: $264.1M

- 401(k): 10 plans, $264.1M 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|

| ALDRICH RETIREMENT PLAN|
AKT SERVICES, LLP, OR|
$107M|
376|

| ALDRICH RETIREMENT PLAN|
ALDRICH SERVICES, LLP, OR|
$98M|
365|

| OTAK INC. 401K EMPLOYEE SAVINGS PLAN|
OTAK INC., OR|
$45M|
323|

| SEIU LOCAL 503 RETIREMENT PLAN|
SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION, OR|
$33M|
174|

| K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST|
K & E EXCAVATING INCORPORATED, OR|
$25M|
291|

| 401(k) Retirement Plan|
Healthcare Sponsor, OR|
$23M|
160|

| 401(k) Retirement Plan|
Manufacturing Sponsor, AK|
$21M|
152|

| 401(k) Retirement Plan|
Professional Services Sponsor, OR|
$20M|
149|

| 401(k) Retirement Plan|
Technology Sponsor, OR|
$18M|
183|

### 
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