About Ritz Holman LLP
<p>From its office on East Kilbourn Avenue in downtown Milwaukee, Ritz Holman LLP works with closely held businesses and local organizations across the Milwaukee–Waukesha area and broader Southeastern Wisconsin.</p> <p>Founded in 1957, the firm has grown into a 40-person CPA practice that handles tax and accounting work for individuals, trusts, estates, and nonprofit organizations. Ritz Holman also supports business owners with tax planning and accounting that ties back to day-to-day decisions, rather than one-time filings.</p> <p>Partner Darci L. Middaugh, CPA, works with clients on tax planning strategies focused on reducing tax impact and keeping reporting on track through responsive, practical guidance. The firm’s long history in the region and focus on closely held business needs set it apart for clients who want a steady local team.</p> <p>Ritz Holman can be reached at (414) 271-1451, and more information is available at ritzholman.com. Employers looking for <a href="/auditors/401k">401(k) auditors</a> can also use this directory to compare other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>CPA firm founded in 1957</li> <li>40 employees</li> <li>Headquartered in Milwaukee, Wisconsin</li> <li>Clients include closely held businesses, individuals, trusts, estates, and nonprofits</li> <li>Partner contact: Darci L. Middaugh, CPA</li> </ul>
Website: https://ritzholman.com/
Founded: 1957
Employees: 40
Office Locations
- Milwaukee, WI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $89.1M
- 401(k): 5 plans, $89.1M 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 |
|---|---|---|---|
| POCLAIN HYDRAULICS, INC. SAVINGS & RETIREMENT PLAN | POCLAIN HYDRAULICS, INC., WI | $25M | 244 |
| SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF INDEPENDENCEFIRST | INDEPENDENCEFIRST, WI | $18M | 1,048 |
| SEEDS OF HEALTH, INC. 403(B) PLAN | SEEDS OF HEALTH, INC., WI | $16M | 138 |
| DCJ EMPLOYEE SAVINGS PLAN | DIELECTRIC MANUFACTURING, WI | $14M | 133 |
| HUNGER TASK FORCE EMPLOYEES' RETIREMENT PLAN | HUNGER TASK FORCE, INC., WI | $8M | 69 |
| 401(k) Retirement Plan | Healthcare Sponsor, WI | $7M | 226 |
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