About Novak Francella LLC
<p>Known for agency fee audits for trade unions and professional associations, Novak Francella LLC brings deep experience in audit and assurance work for organizations with complex reporting needs.</p> <p>Founded in 2003, the firm is based in Bala Cynwyd in the Philadelphia metro area and has 142 employees. Alongside core CPA services, it handles a wide mix of advisory projects tied to risk, controls, and operations.</p> <p>Novak Francella’s team works on internal control studies, fraud examination, forensic services, and technology and operational reviews. It also prepares and supports major government filings, including Forms LM-2, LM-3, 990, and Form 5500, which many <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> encounter in benefit plan work.</p> <p>Other services include controllership support, bookkeeping, cost allocation studies, and client education seminars. For more details, contact Ryan Kelly.</p> <ul> <li>CPA firm founded in 2003</li> <li>Based in Bala Cynwyd (Philadelphia area), Pennsylvania</li> <li>Agency fee audits for trade unions and professional associations</li> <li>Forms LM-2, LM-3, 990, and 5500 support</li> <li>Internal controls, forensic work, and operational/technology reviews</li> </ul>
Website: https://novakfrancella.com/
Founded: 2003
Employees: 142
Office Locations
- Bala Cynwyd, PA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 248
- Total AUM Audited: $39.3B
- 401(k): 248 plans, $39.3B AUM