About Lopata, Flegel & Company LLP
<p>Founded in 1933, Lopata, Flegel & Company LLP brings long-standing accounting experience to organizations that need independent financial reporting support.</p> <p>Headquartered in St. Louis in the greater St. Louis metro area, the firm works with clients across the United States. It operates as a full-service public accounting and management consulting firm, with teams that cover assurance work, tax services, and business support projects.</p> <p>For retirement plan sponsors, its audit practice aligns well with companies that want an established accounting firm that also has in-house tax and consulting resources, so plan-related questions can be handled alongside broader finance and reporting needs.</p> <ul> <li>Headquarters: St. Louis, Missouri (greater St. Louis area)</li> <li>In business since 1933</li> <li>Service lines: assurance, tax services, and business solutions</li> <li>Works with clients throughout the United States</li> <li>Category: <a href="/auditors/401k">401(k) auditors</a></li> </ul>
Website: https://lopataflegel.com/
Office Locations
- St Louis, MO (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $268.8M
- 401(k): 7 plans, $268.8M 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 |
|---|---|---|---|
| CROWN PACKAGING CORP. 401(K) PLAN | CROWN PACKAGING CORP., MO | $147M | 571 |
| MILLSTONE WEBER EMPLOYEE STOCK OWNERSHIP PLAN | MBK ENTERPRISES, INC., MO | $65M | 134 |
| MILLSTONE WEBER, LLC RETIREMENT SAVINGS PLAN | MILLSTONE WEBER, LLC, MO | $30M | 132 |
| FRICK'S MEAT PRODUCTS, INC. 401(K) PLAN | FRICK'S MEAT PRODUCTS, INC. DBA FRI K'S QUALITY MEATS, INC., MO | $13M | 233 |
| BACHMAN MACHINE COMPANY 401(K) PROFIT SHARING PLAN | BACHMAN MACHINE COMPANY, MO | $13M | 44 |
| 401(k) Retirement Plan | Healthcare Sponsor, IN | $8M | 205 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MO | $4M | 218 |
| 401(k) Retirement Plan | Professional Services Sponsor, MO | $452,527 | 154 |
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