Maillie, LLP

Employee Benefit Plan Auditor

Oaks, PA

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

Office Locations

  • Oaks, PA

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 (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).

PlanSponsorAssetsParticipants
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
401(k) Retirement Plan Healthcare Sponsor, PA $159M 10,416
401(k) Retirement Plan Manufacturing Sponsor, PA $150M 777
401(k) Retirement Plan Professional Services Sponsor, PA $148M 179
401(k) Retirement Plan Technology Sponsor, NJ $118M 1,894

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