Reilly, Penner & Benton LLP

Employee Benefit Plan Auditor

Milwaukee, WI

About Reilly, Penner & Benton LLP

<p>Founded in 1907, Reilly, Penner &amp; Benton LLP is the oldest registered CPA firm in Wisconsin. From its Milwaukee office, the firm works with nonprofits and businesses across the Milwaukee metro and throughout southeastern and south-central Wisconsin.</p> <p>RPB provides public accounting services with a focus on audit and attestation work, along with tax preparation, tax planning, consulting, and financial reviews. Organizations use the firm for help with financial statements, compliance-related reporting, and year-round tax work.</p> <p>One clear differentiator is longevity: as Wisconsin’s oldest registered CPA firm, RPB brings more than a century of continuity and institutional knowledge to client relationships.</p> <p>For retirement plan-related needs, employers looking for <a href="/auditors/401k">401(k) auditors</a> can contact Patrick Hoffert at (414) 271-7800 or visit <a href="http://www.rpb.biz" target="_blank" rel="noopener">www.rpb.biz</a>.</p> <ul> <li>Established: 1907</li> <li>Location: Milwaukee, Wisconsin</li> <li>Service area: southeastern and south-central Wisconsin</li> <li>Services: audit, attestation, tax preparation and planning, consulting, financial reviews</li> </ul>

Website: https://www.www.rpb.biz

Founded: 1907

Office Locations

  • Milwaukee, WI

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 67
  • Total AUM Audited: $4.2B
  • 401(k): 67 plans, $4.2B 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).

PlanSponsorAssetsParticipants
ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEES, WI $651M 2,376
A O SMITH RETIREMENT SECURITY PLAN A O SMITH CORPORATION, WI $618M 4,854
ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN ALLETE, INC., MN $606M 1,633
RITE-HITE RETIREMENT SAVINGS PLAN RITE-HITE HOLDING CORPORATION, WI $494M 2,381
ALLETE & AFFILIATED COMPANIES RETIREMENT PLAN C ALLETE, INC. & AFFILIATED COMPANIES, MN $422M 143
401(k) Retirement Plan Healthcare Sponsor, WI $403M 3,812
401(k) Retirement Plan Manufacturing Sponsor, KS $348M 3,647
401(k) Retirement Plan Professional Services Sponsor, MN $188M 276
401(k) Retirement Plan Technology Sponsor, WI $128M 726

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