About Maillie, LLP
<p>Founded in 1946, Maillie, LLP is a CPA firm based in Oaks in the Philadelphia suburbs, serving the greater Philadelphia region.</p>
<p>The firm has been named one of the “Top 300” firms in America by Inside Public Accounting and a “Top Workplace” by The Philadelphia Inquirer. Maillie provides audit, accounting, tax, forensic, and valuation services, with experience across a range of industries, including government.</p>
<p>For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, Maillie brings a long operating history and a consultative, relationship-based approach that fits organizations with complex reporting and compliance needs.</p>
<p>Maillie, LLP is located at 500 North Lewis Road, Oaks, PA. Phone: 1-610-935-1420.</p>
<ul>
<li>CPA firm founded in 1946</li>
<li>Audit, accounting, and tax services</li>
<li>Forensic accounting and valuation work</li>
<li>Industry experience that includes government organizations</li>
<li>Recognized by Inside Public Accounting and The Philadelphia Inquirer</li>
</ul>
Website: https://www.maillie.com/
Founded: 1946
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 57
- Total AUM Audited: $3.8B
- 401(k): 57 plans, $3.8B 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 |
|---|
| VIRTUA 401(K) SAVINGS PLAN | VIRTUA HEALTH, INC., NJ | $1.2B | 13,739 |
| TELEFLEX 401(K) SAVINGS PLAN | TELEFLEX INCORPORATED, PA | $699M | 3,790 |
| CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | CARL ZEISS, INC., NY | $361M | 1,500 |
| UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN | UNITED STATES LIABILITY INSURANCE COMPANY, PA | $279M | 1,493 |
| MONROE ENERGY RETIREMENT PLAN | MONROE ENERGY, LLC, PA | $186M | 531 |
| ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST | ADAPTHEALTH, LLC, PA | $159M | 10,416 |
| TOUCHPOINT, INC. EMPLOYEES' 401(K) PLAN | TOUCHPOINT, INC., PA | $150M | 777 |
| PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. | SOUTHCO, INC., PA | $148M | 179 |
| VIKING YACHT COMPANY RETIREMENT SAVINGS PLAN | VIKING YACHT COMPANY, NJ | $118M | 1,894 |
| VIRTUA PENSION EQUITY PLAN | VIRTUA HEALTH, NJ | $103M | 891 |
| TOUCHPOINT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | TOUCHPOINT, INC., PA | $87M | 496 |
| UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN | UNITED STATES LIABILITY INSURANCE COMPANY, PA | $81M | 1,493 |
| PENSION PLAN FOR EMPLOYEES OF CARL ZEISS, INC. | CARL ZEISS, INC., NY | $79M | 99 |
| CARL ZEISS VISION INC. 401(K) PLAN | CARL ZEISS VISION INC., KY | $70M | 783 |
| I.D. CARE, LLC 401(K) PLAN | I.D. CARE, LLC, NJ | $59M | 215 |
| FIDELITY TECHNOLOGIES CORPORATION EMPLOYEES SAVINGS AND PROTECTION PLAN | FIDELITY TECHNOLOGIES CORPORATION, PA | $57M | 805 |
| BURO HAPPOLD RETIREMENT PLAN | BURO HAPPOLD CONSULTING ENGINEERS, INC., NY | $52M | 406 |
| GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | GLOBAL TAX MANAGEMENT, INC., PA | $50M | 202 |
| WHYY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | WHYY, INC., PA | $45M | 280 |
| PENN COMMUNITY BANK RETIREMENT PLAN | PENN COMMUNITY BANK, PA | $44M | 299 |
Showing top 20 of 54 plans serviced in 2024.