# Petersen CPAs and Advisors, PLLC
Source: https://planprovider.pro/provider/petersen-cpas-and-advisors-pllc

> Petersen CPAs and Advisors, PLLC is a trusted, locally owned certified public accounting firm in Yakima, Washington, dedicated to serving businesses and indi…

Employee Benefit Plan Auditor

Yakima, WA

## About Petersen CPAs and Advisors, PLLC

Petersen CPAs and Advisors, PLLC is a trusted, locally owned certified public accounting firm in Yakima, Washington, dedicated to serving businesses and individuals with highly personalized financial services. For over 60 years, they have provided essential expertise, including comprehensive tax planning, audit and assurance, and accounting services. Beyond traditional offerings, Petersen CPAs and Advisors also specialize in areas like business consulting, non-profit advising, litigation support, and fraud services. To discuss your specific financial needs with a trusted professional, including auditor Angela M. Pratt, contact the Yakima office at 509-575-1040 or visit petersenadvisors.com. Petersen CPAs and Advisors focuses on building lasting partnerships nurtured by trust and availability.

Website: [https://petersenadvisors.com/](https://petersenadvisors.com/)

Founded: 1953

## Office Locations

- Yakima, WA (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 4

- Total AUM Audited: $49.0M

- 401(k): 4 plans, $49.0M 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).

| Plan|Sponsor|Assets|Participants|

| THE NOEL CORPORATION 401(K) RETIREMENT PLAN|
THE NOEL CORPORATION, WA|
$28M|
334|

| TRI-CITY ORTHOPAEDIC CLINIC, PSC 401(K) PROFIT SHARING PLAN|
TRI-CITY ORTHOPAEDIC CLINIC, PSC, WA|
$11M|
91|

| WESTERN MATERIALS, INC. SALARY REDUCTION AND SAVING PLAN|
WESTERN MATERIALS, INC., WA|
$8M|
156|

| UMATILLA-MORROW HEAD START, INC. 403(B) PLAN|
UMATILLA-MORROW HEAD START, INC., OR|
$6M|
208|

| THE NOEL CORPORATION DEFINED BENEFIT PENSION PLAN|
THE NOEL CORPORATION, WA|
$6M|
—|

| 401(k) Retirement Plan|
Healthcare Sponsor, WA|
$4M|
108|

### 
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