Maloney + Novotny LLC

Employee Benefit Plan Auditor

Cleveland, OH

About Maloney + Novotny LLC

<p>Founded in 1932, Maloney + Novotny LLC has been part of Cleveland’s business community for more than 90 years, serving organizations across Northeast Ohio. The firm is a CPA and business consulting practice with attest, tax, and advisory work under one roof.</p> <p>For retirement plan audits, the firm’s Employee Benefits Group is led by Christopher Villari, CPA. He joined Maloney + Novotny in 1989, became a shareholder in 2007, and manages the group’s employee benefit plan audit work, including more than 130 plan audits.</p> <p>Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other employee benefit plan audit support can work with the Cleveland team for audit execution, tax compliance, and related accounting needs. The firm’s approach is straightforward: practical guidance and clear communication.</p> <p>What sets Maloney + Novotny apart is the depth of experience in its Employee Benefits Group alongside broader CPA firm resources for attest, tax, and advisory services.</p> <ul> <li>Employee benefit plan audits (more than 130 plan audits overseen by the group lead)</li> <li>Attest services</li> <li>Tax services and tax compliance</li> <li>Advisory and business consulting</li> <li>Small business accounting support</li> </ul>

Website: http://www.maloneynovotny.com/

Founded: 1932

Office Locations

  • Cleveland, OH

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 124
  • Total AUM Audited: $10.7B
  • 401(k): 124 plans, $10.7B 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
AON POOLED EMPLOYER PLAN AON CONSULTING, INC., IL $3.1B 74,793
SWAGELOK RETIREMENT SAVINGS PLAN SWAGELOK COMPANY, OH $2.6B 4,408
FACULTY AND KEY ADMINISTRATIVE EMPLOYEE'S RETIREMENT PLAN A CASE WESTERN RESERVE UNIVERSITY, OH $2.0B 1,944
THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN THE LUBRIZOL CORPORATION, OH $1.5B 3,932
THE J.M. SMUCKER COMPANY EMPLOYEE SAVINGS PLAN THE J.M. SMUCKER COMPANY, OH $1.5B 7,886
401(k) Retirement Plan Healthcare Sponsor, OH $529M 1,232
401(k) Retirement Plan Manufacturing Sponsor, OH $512M 2,224
401(k) Retirement Plan Professional Services Sponsor, OH $480M 2,140
401(k) Retirement Plan Technology Sponsor, OH $323M 667

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