Mowery & Schoenfeld LLC

Employee Benefit Plan Auditor

Lincolnshire, IL

About Mowery & Schoenfeld LLC

<p>From its Lincolnshire office in Chicago’s northern suburbs, Mowery &amp; Schoenfeld LLC works with businesses across the greater Chicago area on accounting, tax, and advisory needs.</p> <p>Founded in 1996, the firm has 104 employees and operates as a CPA and public accounting practice. Alongside core accounting work, it provides Tax Services, Private Client services, Transaction Advisory, and Wealth Management.</p> <p>As an audit provider for employers, Mowery &amp; Schoenfeld supports organizations that use <a href="/retirement-plans">retirement plan providers</a> and need plan-related financial reporting handled by a CPA firm. Clients also bring the firm in when they want one team that can coordinate tax planning, transaction support, and private client work under the same roof.</p> <p>A practical differentiator is the way the firm staffs engagements with CPAs who have distinct specialties, so companies can get the right mix of tax, advisory, and audit experience for the situation.</p> <ul> <li>CPA firm based in Lincolnshire in the Chicago metro area</li> <li>Founded in 1996</li> <li>104 employees</li> <li>Service lines: Tax Services, Private Client services, Transaction Advisory, Wealth Management</li> <li>Audit support for employer benefit and financial reporting needs</li> </ul>

Website: https://www.msllc.com/

Founded: 1996

Employees: 104

Office Locations

  • Lincolnshire, IL

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 16
  • Total AUM Audited: $274.0M
  • 401(k): 16 plans, $274.0M 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
MARIANI ENTERPRISES 401(K) SAVINGS PLAN MARIANI ENTERPRISES LLC, IL $71M 3,849
INDIANA SPINE GROUP, P.C. RETIREMENT SAVINGS PLAN INDIANA SPINE GROUP, P.C., IN $37M 179
METAL POWDER PRODUCTS 401(K) PLAN METAL POWDER PRODUCTS, LLC, IN $30M 529
MAGNECO METREL, INC. 401(K) PLAN AND TRUST MAGNECO/METREL, INC, IL $29M 123
DIGITAL CHECK CORP. 401(K) PLAN DIGITAL CHECK CORP., IL $28M 248
401(k) Retirement Plan Healthcare Sponsor, IL $22M 118
401(k) Retirement Plan Manufacturing Sponsor, IL $21M 156
401(k) Retirement Plan Professional Services Sponsor, IN $13M 129
401(k) Retirement Plan Technology Sponsor, IL $13M 144

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