About Quandt Berndt & Company LLC
<p>Private equity and private debt portfolio companies are a core focus at Quandt Berndt & Company LLC (QBCo), a CPA firm based in Waukesha in the Milwaukee metro area, with an additional office in Brookfield, Wisconsin.</p> <p>Founded in 2016, QBCo works with clients nationwide on accounting, finance, and tax needs. As an audit and consulting firm, it supports businesses that want a steady accounting partner that can handle day-to-day work as well as project-based advisory.</p> <p>QBCo’s services include bookkeeping, business and individual tax preparation, and business consulting. The firm’s differentiator is its concentration on the needs of private equity/debt-sponsored companies, where reporting timelines and ownership requirements can shape the work.</p> <p>Contact CPA John T. Himmelspach at Quandt Berndt & Company LLC. The Waukesha office is located at 2120 Pewaukee Rd., Waukesha, WI 53188.</p> <ul> <li>CPA firm founded in 2016</li> <li>Offices in Waukesha (HQ) and Brookfield, WI</li> <li>Bookkeeping and accounting support</li> <li>Business and individual tax preparation</li> <li>Business consulting for PE/debt-sponsored companies</li> </ul>
Website: http://www.qbcompany.com/contact.php
Founded: 2016
Office Locations
- Waukesha, WI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $69.6M
- 401(k): 4 plans, $69.6M 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 |
|---|---|---|---|
| SUSSEX IM 401(K) PLAN | SUSSEX IM, INC., WI | $40M | 221 |
| SENTRY EQUIPMENT CORP. EMPLOYEE STOCK OWNERSHIP PLAN | SENTRY EQUIPMENT CORP., WI | $33M | 179 |
| SENTRY EQUIPMENT CORP. 401(K) PLAN | SENTRY EQUIPMENT CORP., WI | $32M | 203 |
| MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN | MILWAUKEE BUCKS, LLC, WI | $29M | 365 |
| VIZANCE, INC. 401(K) PROFIT SHARING PLAN | VIZANCE, INC., WI | $21M | 277 |
| 401(k) Retirement Plan | Healthcare Sponsor, WI | $17M | 174 |
| 401(k) Retirement Plan | Manufacturing Sponsor, WI | $15M | 154 |
| 401(k) Retirement Plan | Professional Services Sponsor, WI | $12M | 153 |
| 401(k) Retirement Plan | Technology Sponsor, WI | $11M | 65 |
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