About PW Partners, LLC
<p>Founded in 2012, PW Partners, LLC is a CPA firm headquartered in Gahanna, part of the Columbus metro area in central Ohio.</p> <p>The firm works with businesses and individuals and supports clients across a range of industries. PW Partners handles audit, tax, and advisory work, with services that cover accounting, financial reporting, and consulting needs.</p> <p>As an audit firm, PW Partners is a fit for organizations that want a local Columbus-area team that can also coordinate work across multiple business types. Their differentiator is the mix of audit and tax services under one roof, which helps clients keep financial statements and tax filings aligned.</p> <ul> <li>Audit services, including retirement plan-related work often sought by <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax preparation and tax planning for businesses and individuals</li> <li>Accounting and financial reporting support</li> <li>Advisory and consulting services</li> </ul>
Website: https://www.pwpartnerscpas.com/
Founded: 2012
Office Locations
- Gahanna, OH (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 84
- Total AUM Audited: $1.7B
- 401(k): 84 plans, $1.7B 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 |
|---|---|---|---|
| NATERA 401(K) PLAN | NATERA, CA | $301M | 4,461 |
| ILLINOIS COLLEGE OF OPTOMETRY MASTER RETIREMENT AND ANNUITY PLAN | ILLINOIS COLLEGE OF OPTOMETRY, IL | $108M | 218 |
| JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET, OH | $69M | 954 |
| DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN | DECEUNINCK NORTH AMERICA, INC., OH | $54M | 490 |
| GEO. BYERS SONS, 401(K) PLAN | GEO. BYERS SONS HOLDING, INC., OH | $50M | 750 |
| MPW INDUSTRIAL SERVICES SAVINGS PLAN | MPW INDUSTRIAL SERVICES, INC., OH | $50M | 2,092 |
| BIGCOMMERCE 401(K) PLAN | BIGCOMMERCE, INC., TX | $48M | 820 |
| PUBLIC PARTNERSHIPS LLC 401(K) PLAN | PUBLIC PARTNERSHIPS LLC, MA | $39M | 1,062 |
| THE EYE PHYSICIANS 401(K) PROFIT SHARING PLAN | THE EYE PHYSICIANS, LLC, OH | $38M | 175 |
| ATLANTIC TOMORROWSOFFICE 401(K)PLAN | FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE, NY | $29M | 370 |
| CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | CONTINENTAL OFFICE FURNITURE CORP., OH | $24M | 97 |
| THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | THE WALLICK COMPANIES, LLC, OH | $23M | 772 |
| COMMUNITY BANCSHARES, INC. 401(K) SAVINGS PLAN & T | COMMUNITY BANCSHARES, INC., OH | $22M | 246 |
| EUGENUS 401(K) PLAN | EUGENUS, INC., CA | $21M | 68 |
| EPISCOPAL RETIREMENT SERVICES STAFF RETIREMENT PLAN | EPISCOPAL RETIREMENT HOMES, INC., OH | $20M | 621 |
| PACKAGING US 401(K) PLAN | MM PACKAGING US INC., NC | $20M | 760 |
| FOSTER CORPORATION 401(K) PLAN | FOSTER CORPORATION, CT | $20M | 224 |
| LOCKHART TRUST 401(K) PLAN | PROGRESSIVE CHEVROLET COMPANY, OH | $20M | 206 |
| HERO DVO LLC 401(K) PROFIT SHARING PLAN AND TRUST | HERO DVO LLC, CO | $19M | 913 |
| HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN | HARDY DIAGNOSTICS, CA | $19M | 414 |
Showing top 20 of 79 plans serviced in 2025.