# Novak Francella LLC Source: https://planprovider.pro/provider/novak-francella-llc > Known for agency fee audits for trade unions and professional associations, Novak Francella LLC brings deep experience in audit and assurance work for organi… Employee Benefit Plan Auditor Bala Cynwyd, PA ## About Novak Francella LLC

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.

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.

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 401(k) auditors and other retirement plan providers encounter in benefit plan work.

Other services include controllership support, bookkeeping, cost allocation studies, and client education seminars. For more details, contact Ryan Kelly.

Website: [https://novakfrancella.com/](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 ## 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). | Plan|Sponsor|Assets|Participants| | NATIONAL ELECTRICAL BENEFIT FUND|TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND, MD|$19.3B|343,794| | NATIONAL ELECTRICAL ANNUITY PLAN|TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN, MD|$16.8B|89,789| | IAM NATIONAL PENSION FUND|BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND, DC|$14.7B|102,863| | N. ATLANTIC STATES CARP. PENSION FUND|BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND, MA|$4.9B|16,341| | INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN|INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEES, MD|$4.4B|43,757| | TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VIC|BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VI, NJ|$2.5B|7,961| | BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND|BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE, DC|$1.9B|26,987| | LEGACY PLAN OF THE NATIONAL RETIREMENT FUND|BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND, NY|$1.8B|8,379| | CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN|CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES, PA|$1.5B|5,287| | FELRA & UFCW PENSION PLAN|BOARD OF TRUSTEES, FELRA & UFCW PENSION, MD|$1.4B|—| | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN|LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN, PA|$1.3B|3,867| | INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE|INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE, PA|$1.1B|2,822| | NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN|BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND, CT|$1.0B|9,160| | UFCW LOCAL 1262 & EMPLOYERS PENSION FUND|TRUSTEES UFCW LOCAL 1262 PENSION FUND, NJ|$999M|4,449| | I.A.M. NATIONAL PLAN|BOARD OF TRUSTEES I.A.M. 401(K) FUND, DC|$971M|33,654| | PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLAN|PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLAN, NY|$961M|5,278| | PAINTING INDUSTRY ANNUITY FUND|BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND, NY|$879M|5,406| | NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST|NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST, CT|$868M|10,678| | CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987|CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES, PA|$795M|3,372| | ABC-NABET RETIREMENT TRUST FUND|ABC, INC., NY|$713M|151| Showing top 20 of 156 plans serviced in 2025. ## Other Employee Benefit Plan Auditors in PA - [Heberlein & Falk, P.C.](https://planprovider.pro/provider/heberlein-and-falk-pc) - Erie, PA - [RKL LLP](https://planprovider.pro/provider/rkl-llp) - Lancaster, PA - [Robert Rossi & Co.](https://planprovider.pro/provider/robert-rossi-and-co) - Olyphant, PA - [Garcia Garman & Shea, PC](https://planprovider.pro/provider/garcia-garman-and-shea-pc) - Lebanon, PA - [Kersey & Associates, P.C.](https://planprovider.pro/provider/kersey-and-associates-pc) - Warren, PA - [Schneider Downs & Co., Inc.](https://planprovider.pro/provider/schneider-downs-and-co-inc) - Pittsburgh, PA - [Holsinger, P.C.](https://planprovider.pro/provider/holsinger-pc) - Wexford, PA - [Brown Plus](https://planprovider.pro/provider/brown-plus) - Camp Hill, PA - [Arena Snyder & Dunlap LLP](https://planprovider.pro/provider/arena-snyder-and-dunlap-llp) - Exton, PA - [Snyder & Clemente](https://planprovider.pro/provider/snyder-and-clemente) - Kingston, PA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/novak-francella-llc) © 2026 PlanProvider.Pro