# LevitZacks CPAs, LLP
Source: https://planprovider.pro/provider/levitzacks-cpas-llp

> 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…

Employee Benefit Plan Auditor

San Diego, CA

## 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 &amp; Assurance Services, Tax Planning, Consulting &amp; 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 &amp; Assurance Services</li>
<li>Services: Tax Planning, Consulting &amp; Compliance</li>
<li>Services: Business Advisory</li>
</ul>

Website: [https://levitzacks.com/](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 (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|

| 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|

| INDUS TECHNOLOGY, INC. 401(K) PLAN|INDUS TECHNOLOGY, INC., CA|$24M|472|

| AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN|AUSGAR TECHNOLOGIES, INC., CA|$22M|129|

| IMS RECYCLING SERVICES, INC. 401(K) PROFIT SHARING PLAN|IMS RECYCLING SERVICES, INC., CA|$20M|329|

| SGI, INC. 401(K) PROFIT SHARING PLAN|SGI, INC., CA|$15M|142|

| MALK EMPLOYEE STOCK OWNERSHIP PLAN|MALK SUSTAINABILITY PARTNERS, LLC, CA|$12M|—|

| TURF STAR, INC. 401(K) PLAN|TURF STAR, INC., CA|$10M|167|

| ONE WORLD 401(K) PLAN|ONE WORLD VENTURES, LLC, CA|$6M|982|

| CHOSEN FOODS LLC 401(K) PROFIT SHARING PLAN AND|CHOSEN FOODS, LLC, CA|$4M|80|

| INDUS TECHNOLOGY, INC EMPLOYEE STOCK OWNERSHIP PLAN|INDUS TECHNOLOGY, INC., CA|$2M|356|

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- [Wright Ford Young & Co.](https://planprovider.pro/provider/wright-ford-young-and-co) - Irvine, CA

- [Weworski & Associates](https://planprovider.pro/provider/weworski-and-associates) - San Diego, CA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/levitzacks-cpas-llp)

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