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 |
| HARDY DIAGNOSTICS EMPLOYEE STOCK OWNERSHIP PLAN | HARDY DIAGNOSTICS, CA | $127M | 393 |
| 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 |
| 401(k) Retirement Plan | Healthcare Sponsor, OH | $50M | 750 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OH | $50M | 2,092 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $48M | 820 |
| 401(k) Retirement Plan | Technology Sponsor, MA | $39M | 1,062 |
🔒 Want to unlock and download PW Partners, LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 83 client plans.
Subscribe Today