# Maillie, LLP
Source: https://planprovider.pro/provider/maillie-llp

> Founded in 1946, Maillie, LLP is a CPA firm based in Oaks in the Philadelphia suburbs, serving the greater Philadelphia region. The firm has been named one o…

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/](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 (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.

## Other Employee Benefit Plan Auditors in PA

- [Barnes Saly & Company P.C.](https://planprovider.pro/provider/barnes-saly-and-company-pc) - Johnstown, PA

- [Kohanski & Company, PC](https://planprovider.pro/provider/kohanski-and-company-pc) - Scranton, PA

- [McCall Scanlon & Tice LLC](https://planprovider.pro/provider/mccall-scanlon-and-tice-llc) - Pittsburgh, PA

- [Tait Weller & Baker LLP](https://planprovider.pro/provider/tait-weller-and-baker-llp) - Philadelphia, PA

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) - Philadelphia, PA

- [Martin M. Sacks & Associates](https://planprovider.pro/provider/martin-m-sacks-and-associates) - Harrisburg, PA

- [Lally & Co., LLC](https://planprovider.pro/provider/lally-and-co-llc) - Pittsburgh, PA

- [MMQ & Associates, P.C.](https://planprovider.pro/provider/mmq-and-associates-pc) - Scranton, PA

- [Henry Rossi & Co., LLP](https://planprovider.pro/provider/henry-rossi-and-co-llp) - Monroeville, PA

- [Wilke CPAs & Advisors, LLP](https://planprovider.pro/provider/wilke-cpas-and-advisors-llp) - Carnegie, PA

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

&copy; 2026 PlanProvider.Pro