# Ritz Holman LLP
Source: https://planprovider.pro/provider/ritz-holman-llp

> Ritz Holman LLP is a trusted Milwaukee, WI-based CPA firm with over 60 years of experience providing exceptional tax and accounting services. Located at 330…

Employee Benefit Plan Auditor

Milwaukee, WI

## About Ritz Holman LLP

Ritz Holman LLP is a trusted Milwaukee, WI-based CPA firm with over 60 years of experience providing exceptional tax and accounting services. Located at 330 East Kilbourn Avenue, Suite 222, Ritz Holman is dedicated to serving closely-held businesses, individuals, trusts, estates, and nonprofits throughout the Southeastern Wisconsin community. Their proactive approach ensures clients receive personalized tax planning and strategic accounting insights to thrive. Darci L. Middaugh, CPA, is a dedicated Partner at the firm, bringing expertise and leadership to help clients minimize the impact of taxes through responsive and knowledgeable service. Contact the firm at (414) 271-1451 or visit ritzholman.com for trusted financial guidance.

Website: [https://ritzholman.com/](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 (2024)

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|

| DCJ EMPLOYEE SAVINGS PLAN|DIELECTRIC MANUFACTURING, WI|$14M|133|

| HUNGER TASK FORCE EMPLOYEES' RETIREMENT PLAN|HUNGER TASK FORCE, INC., WI|$8M|69|

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