About LevitZacks CPAs, LLP
<p>Founded in 1964, LevitZacks CPAs, LLP is an accounting firm in downtown San Diego, serving businesses across the San Diego metro area from its office at 450 B Street, STE 500, San Diego, CA 92101.</p> <p>The firm provides Audit & Assurance Services, Tax Planning, Consulting & Compliance, and Business Advisory work. As an auditor, LevitZacks supports organizations that need reliable financial reporting and audit assistance as part of their broader finance and compliance needs, alongside other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>LevitZacks has earned multiple best-place-to-work awards and promotes its tagline, “The Advisors San Diego Relies On.” A practical differentiator is its high ratio of CPAs to professional staff among the top 25 firms in the county, which helps keep experienced shareholders involved on client engagements.</p> <p>For more information, visit <a href="https://levitzacks.com/">https://levitzacks.com/</a> or contact Bryan Carpenter at 619-238-1077.</p> <ul> <li>Founded: 1964</li> <li>Location: San Diego, California (downtown)</li> <li>Services: Audit & Assurance Services</li> <li>Services: Tax Planning, Consulting & Compliance</li> <li>Services: Business Advisory</li> </ul>
Website: https://levitzacks.com/
Founded: 1964
Office Locations
- San Diego, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $234.3M
- 401(k): 10 plans, $234.3M AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| H.G. FENTON COMPANY 401(K) PLAN | H.G. FENTON COMPANY, CA | $58M | 276 |
| AJINOMOTO BIO-PHARMA SERVICES 401(K) PLAN | AJINOMOTO BIO-PHARMA SERVICES, CA | $43M | 480 |
| AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST | AVANTUS LLC, CA | $42M | 160 |
| ALTIUM, INC. 401(K) PLAN | ALTIUM, INC., CA | $26M | 333 |
| CASK NX LLC 401(K) PLAN | CASK NX LLC, CA | $25M | 262 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $24M | 472 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $22M | 117 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $22M | 129 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $20M | 329 |
🔒 Want to unlock and download LevitZacks CPAs, LLP's client list?
Subscribe to Basic or Premium today to reveal and download all 15 client plans.
Subscribe Today