About PlanChec(k) CPAs, LLC
<p>Built around retirement plan audits, PlanChec(k) CPAs, LLC works with plan sponsors that need a clear, efficient audit process and clean documentation. The firm is based in Columbus in Central Ohio, serving employers across the Columbus metro area.</p> <p>Founded in 2017, PlanChec(k) CPAs is an audit firm focused on government-required retirement plan audits and the related compliance expectations. The firm’s work centers on keeping the audit organized, meeting filing and documentation requirements, and helping sponsors understand what the auditor needs and why.</p> <p>Edward S. Pierce is the primary contact and leads client relationships. Plan sponsors looking for a specialist in retirement plan audits can learn more at <a href="https://www.plancheckcpas.com/">plancheckcpas.com</a> or call 614-347-3893.</p> <p>What sets PlanChec(k) CPAs apart is its narrow focus on retirement audits, rather than treating benefit plan work as a side offering.</p> <ul> <li>Retirement plan audit services by a specialized CPA firm</li> <li>Support for required plan audit compliance and documentation</li> <li>Process coordination to keep the audit moving on schedule</li> <li>Based in Columbus and serving the Central Ohio region</li> <li>Listed among <a href="/auditors/401k">401(k) auditors</a></li> </ul>
Website: https://www.plancheckcpas.com/
Founded: 2017
Office Locations
- Columbus, OH
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 98
- Total AUM Audited: $2.7B
- 401(k): 98 plans, $2.7B 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 |
|---|---|---|---|
| ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP, OH | $480M | 2,140 |
| MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES, MI | $335M | 1,396 |
| VAREX IMAGING CORPORATION 401(K) RETIREMENT PLAN | VAREX IMAGING CORPORATION, UT | $164M | 1,248 |
| TICUA 403(B) DEFINED CONTRIBUTION PLAN | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC., TN | $150M | 1,238 |
| WAHL CLIPPER CORPORATION 401(K) PROFIT SHARING PLAN | WAHL CLIPPER CORPORATION, IL | $139M | 906 |
| GEON PERFORMANCE SOLUTIONS 401(K) PLAN | GEON PERFORMANCE SOLUTIONS, OH | $116M | 653 |
| THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN | THE UNIVERSITY OF FINDLAY, OH | $110M | 479 |
| DCD AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | DCD AUTOMOTIVE HOLDINGS, INC., MA | $75M | 1,651 |
| NATIONAL CINEMEDIA, LLC 401(K) PROFIT SHARING | NATIONAL CINEMEDIA, LLC, CO | $68M | 254 |
| ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN | ALIGNMENT HEALTHCARE USA, LLC, CA | $60M | 1,318 |
| PIEDMONT UNIVERSITY TAX DEFERRED RETIREMENT ANNUITY P | PIEDMONT UNIVERSITY, GA | $44M | 668 |
| HEMPEL (USA), INC. 401(K) PLAN | HEMPELUSA, INC., TX | $33M | 260 |
| COLLISIONRIGHT 401(K) PLAN | COP COLLISIONRIGHT HOLDINGS, INC., OH | $33M | 1,628 |
| WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | WESTERN BEEF RETAIL, INC, NY | $28M | 2,038 |
| HYDRAULICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | HYDRAULICS INTERNATIONAL, INC., CA | $27M | 401 |
| CTSI 401(K) PLAN | COHERENT TECHNICAL SERVICES, INC, MD | $26M | 177 |
| CYPRESS/DOD 401(K) PLAN | CYPRESS HEALTHCARE PARTNERS, LLC, CA | $24M | 1,087 |
| ICUF MULTIPLE EMPLOYER PLAN | FLORIDA INDEPENDENT COLLEGE FUND, FL | $23M | 327 |
| VELOCITY COMMERCIAL CAPITAL, LLC | VELOCITY COMMERCIAL CAPITAL 401K PL, CA | $22M | 289 |
| GWS HOLDINGS 401(K) PLAN | GWS HOLDINGS, FL | $22M | 536 |
Showing top 20 of 107 plans serviced in 2025.