Lethert, Skwira, Schultz & Co., LLP

Employee Benefit Plan Auditor

Saint Paul, MN

About Lethert, Skwira, Schultz & Co., LLP

<p>In business since 1918, this Saint Paul accounting firm works with small and closely held businesses across the Minneapolis–Saint Paul metro. Lethert, Skwira, Schultz &amp; Co., LLP provides audit, tax, and advisory support for organizations and individuals in a range of industries.</p> <p>The firm also handles benefit plan work, including plan audits, as part of its services as <a href="/auditors/401k">401(k) auditors</a>. Clients often look to the team for practical financial and business advice, along with training and guidance tied to day-to-day operations and reporting needs.</p> <p>Partner Leann J. Johnson, CPA has been with the firm since 2003. Her focus includes auditing, accounting, business and individual tax services, and benefit plans. A key differentiator is the firm’s long history in the Twin Cities paired with ongoing hands-on work for smaller, closely held organizations.</p> <p>More information is available at <a href="https://lethertcpa.com" rel="noopener" target="_blank">lethertcpa.com</a> or by phone at (651) 224-5721.</p> <ul> <li>Founded: 1918</li> <li>Location: Saint Paul, Minnesota (Twin Cities metro)</li> <li>Services: audits, accounting, and tax for businesses and individuals</li> <li>Benefit plan services, including plan audit work</li> <li>Contact: Leann J. Johnson, CPA (Partner)</li> </ul>

Website: https://www.lethertcpa.com/

Founded: 1918

Office Locations

  • Saint Paul, MN

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 8
  • Total AUM Audited: $95.4M
  • 401(k): 8 plans, $95.4M 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
TWIN CITIES SPINE CENTER 401(K) PROFIT SHARING PLAN AND TRUST TWIN CITIES SPINE CENTER, MN $40M 115
TWIN CITIES & VICINITY CONFERENCE BOARD PENSION TRUST TWIN CITIES & VICINITY CONFERENCE BOARD, MN $29M
THOMAS ALLEN, INCORPORATED PROFIT SHARING PLAN THOMAS ALLEN, INC., MN $10M 504
ACR RESTAURANTS, INC. 401(K) PROFIT SHARING PLAN ACR RESTAURANTS, INC., MN $7M 74
TCLAD INC. 401(K) PLAN TCLAD INC., WI $5M 171
401(k) Retirement Plan Healthcare Sponsor, MN $5M 108
401(k) Retirement Plan Manufacturing Sponsor, MN $136,914 157

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