Patrick Buzarellos Kendrick LLP

Employee Benefit Plan Auditor

Sacramento, CA

About Patrick Buzarellos Kendrick LLP

<p>Founded in 1989, this Sacramento-based CPA firm works with employers across the greater Sacramento metro, including Granite Bay, Roseville, Rocklin, and Folsom.</p> <p>Patrick Buzarellos Kendrick LLP handles tax and accounting work for businesses of different sizes, from large corporations to sole proprietorships. The firm’s tax practice includes federal and multi-state tax planning and compliance, along with estate planning services.</p> <p>For retirement plan sponsors, the firm provides <a href="/auditors/401k">401(k) auditors</a> and other ERISA audit support. Cristopher Gibson leads audit work for the firm and works with clients who want a consistent team and a steady point of contact from year to year.</p> <p>Patrick Buzarellos Kendrick LLP’s differentiator is its focus on staffing consistency and individualized service across both tax work and ERISA audits.</p> <ul> <li>ERISA plan audits</li> <li>Federal and multi-state tax planning</li> <li>Tax compliance and reporting</li> <li>Estate planning</li> <li>Accounting services for corporations and sole proprietors</li> </ul>

Website: https://pkgcpas.com/

Founded: 1989

Office Locations

  • Sacramento, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 7
  • Total AUM Audited: $332.9M
  • 401(k): 7 plans, $332.9M 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).

PlanSponsorAssetsParticipants
FEHR & PEERS 401(K) PROFIT SHARING PLAN FEHR & PEERS, CA $95M 385
WIKIMEDIA FOUNDATION, INC. 401(K) PLAN WIKIMEDIA FOUNDATION, INC., CA $63M 327
ORIENT BANCORPORATION EMPLOYEE RETIREMENT PLAN BANK OF THE ORIENT, CA $30M 85
SANDIS 401K SANDIS CIVIL ENGINEERS, SURVEYORS,, CA $19M 91
MP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN MP ASSOCIATES, INC, CA $17M 192
401(k) Retirement Plan Healthcare Sponsor, OR $16M 208
401(k) Retirement Plan Manufacturing Sponsor, CA $16M 208
401(k) Retirement Plan Professional Services Sponsor, CA $6M 77

🔒 Want to unlock and download Patrick Buzarellos Kendrick LLP's client list?

Subscribe to Basic or Premium today to reveal and download all 8 client plans.

Subscribe Today
Are you with Patrick Buzarellos Kendrick LLP? Claim your profile to unlock and display all 8 client plans serviced by your firm.

Other Employee Benefit Plan Auditors in CA