Michael L. Anderson & Associates

Employee Benefit Plan Auditor

Alexandria, MN

About Michael L. Anderson & Associates

<p>Founded in 1994, this Alexandria, Minnesota CPA firm works with individuals and businesses across the west-central Minnesota lakes region on tax and accounting needs.</p> <p>Michael L. Anderson &amp; Associates prepares tax returns and handles day-to-day accounting support, along with audits and financial statement work. The firm also offers financial planning, including estate planning and strategic business planning services.</p> <p>For retirement plan sponsors that need audit support, the practice fits within the broader network of <a href="/retirement-plans">retirement plan providers</a> and related <a href="/auditors/401k">401(k) auditors</a> used by employers to meet reporting requirements.</p> <p>A clear differentiator is the firm’s mix of traditional CPA services and planning work under one roof, with Pamela J Anderson listed as a contact.</p> <ul> <li>CPA firm founded in 1994</li> <li>Based in Alexandria in west-central Minnesota</li> <li>Tax management and accounting services</li> <li>Audits and financial statements</li> <li>Financial planning, including estate and strategic business planning</li> </ul>

Website: http://www.mlacpa.com/

Founded: 1994

Office Locations

  • Alexandria, MN

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 6
  • Total AUM Audited: $143.3M
  • 401(k): 6 plans, $143.3M 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).

PlanSponsorAssetsParticipants
ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN ST FRANCIS HEALTH SERVICES OF MORRIS INC., MN $39M 1,416
WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES, ND $27M 300
VERTIN COMPANY 401(K) PROFIT SHARING PLAN VERTIN COMPANY, ND $24M 678
ST. FRANCIS HEALTH SERVICES OF MORRIS TAX DEFERRED ANNUITY PLAN ST FRANCIS HEALTH SERVICES OF MORRIS INC., MN $18M 2,133
PKG RETIREMENT SAVINGS PLAN PKG CONTRACTING INC., ND $7M 149

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