About Pasquesi Sheppard LLC
Pasquesi Sheppard LLC, located in Lake Forest, IL, is a leading Certified Public Accountant (CPA) firm committed to providing exceptional financial expertise and service. The firm specializes in helping organizations and high-net-worth individuals succeed through tailored accounting, auditing, and tax services. Pasquesi Sheppard also offers a unique Family Office function, acting as a concierge to assist high-net-worth families with needs ranging from bill payment and payroll processing to travel arrangements. Under the expertise of contacts like Mark N. Zivkovic, this trusted firm cherishes enduring client relationships and offers comprehensive solutions to meet all financial and household needs. Whether you require meticulous audit preparation or specialized financial guidance, Pasquesi Sheppard delivers excellence and trust.
Website: https://www.ps.cpa/
Founded: 1975
Office Locations
- Lake Forest, IL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $114.7M
- 401(k): 4 plans, $114.7M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NETWORK SERVICES COMPANY PROFIT SHARING 401K PLAN | NETWORK SERVICES COMPANY, IL | $44M | 208 |
| W.R. MEADOWS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST | W.R. MEADOWS, INC., IL | $42M | 434 |
| CATALYST EXHIBITS, INC. 401(K) PLAN | CATALYST EXHIBITS, INC., WI | $23M | 133 |
| LAKE FOREST COUNTRY DAY SCHOOL 403B | LAKE FOREST COUNTRY DAY SCHOOL, IL | $14M | 143 |
| AMERICAN TRAVEL SOLUTIONS 401(K) PLAN | AMERICAN TRAVEL SOLUTIONS, LLC, IL | $5M | 124 |