About Platform CPAS, LLP
<p>Founded in 2015, Platform CPAS, LLP is a CPA firm in Holladay, serving businesses across the Salt Lake City metro area. The firm works with small and mid-sized companies that need reliable financial reporting for owners, lenders, and other stakeholders.</p> <p>Platform CPAS handles assurance and related engagements with a focus on clear, usable financial information. Its team prepares timely financial statements and tailors the scope of work to match the client’s current situation as the business grows.</p> <p>Elizabeth Anderson is a main contact for the firm. Platform CPAS can be reached at (801) 261-1040, and more information is available at <a href="https://platformcpa.com/">https://platformcpa.com/</a>. For sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the firm’s audit and agreed-upon procedure work may be a fit when retirement plan financial reporting is required.</p> <ul> <li>Audits</li> <li>Reviews</li> <li>Compilations</li> <li>Financial statement preparations</li> <li>Agreed-upon procedures</li> </ul>
Website: https://platformcpa.com/
Founded: 2015
Office Locations
- Holladay, UT
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 40
- Total AUM Audited: $1.1B
- 401(k): 40 plans, $1.1B 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 |
|---|---|---|---|
| CASCADE PENSION TRUST MONEY PURCHASE PENSION PLAN | BOARD OF TRUSTEES, CASCADE PENSION TRUST MONEY, OR | $425M | 2,271 |
| DEFINED BENEFIT PENSION PLAN OF AGC-IUOE LOCAL 701 PENSION TRUST FUND | BOARD OF TRUSTEES AGC-IUOE LOCAL OF AGC-IUOE LOCAL 701 PENSION TRUST, WA | $358M | 1,882 |
| NORTHWEST AGC CHAPTERS RETIREMENT PLAN | OREGON - COLUMBIA CHAPTER AGC, OR | $328M | 3,426 |
| OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN | OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEES, OR | $193M | 994 |
| DEFINED CONTRIBUTION PLAN OF THE AGC-IUOE LOCAL 701 PENSION TRUST FUND | DEFINED CONTRIB PL, AGC-IUOE LOCAL 701 PENSION TRUST FUND TRUSTEES, WA | $157M | 4,274 |
| 401(k) Retirement Plan | Healthcare Sponsor, MD | $146M | 1,975 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $142M | 688 |
| 401(k) Retirement Plan | Professional Services Sponsor, UT | $108M | 107 |
| 401(k) Retirement Plan | Technology Sponsor, UT | $101M | 552 |
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