Rudd & Company PLLC

Employee Benefit Plan Auditor

Bozeman, MT

About Rudd & Company PLLC

<p>Founded in 1963, Rudd &amp; Company PLLC has built a long-running CPA practice in the Gallatin Valley, with its headquarters in Bozeman, Montana. The firm also works with clients across the Helena area and into eastern Idaho, including Idaho Falls and Driggs.</p> <p>Rudd &amp; Company handles audit work along with day-to-day accounting and tax matters for individuals, businesses, and independent professionals. Its tax services include tax preparation and IRS audit representation. The team also provides individual and business accounting support that can cover routine bookkeeping through more involved engagements.</p> <p>Beyond core accounting and tax work, the firm offers business valuations and other assurance services when owners or managers need a clearer view of company performance. A practical differentiator is the range of services under one roof, which helps clients keep audit, tax, and accounting work coordinated.</p> <p>Phone: (406) 585-3393. Website: <a href="https://www.ruddco.com/">https://www.ruddco.com/</a>.</p> <ul> <li>Audit services (including retirement plan-related audit needs)</li> <li>Tax preparation</li> <li>IRS audit representation</li> <li>Bookkeeping and business accounting</li> <li>Business valuations</li> </ul>

Website: https://www.ruddco.com/

Founded: 1963

Office Locations

  • Bozeman, MT (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 13
  • Total AUM Audited: $1.2B
  • 401(k): 13 plans, $1.2B 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).

PlanSponsorAssetsParticipants
NAES CORPORATION RETIREMENT & 401(K) PLANNAES CORPORATION, WA$644M2,201
MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUSTMELALEUCA, INC., ID$140M2,391
NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLANNAES CORPORATION, WA$112M360
LMLC OPERATIONS LLC RETIREMENT PLAN AND TRUSTLMLC OPERATIONS LLC, MT$48M2,225
BRAD HALL COMPANIES 401(K) PLANHFI MANAGEMENT, LLC, ID$31M1,530
YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUSTYELLOWSTONE CLUB OPERATIONS, LLC, MT$27M1,132
THE BANK OF COMMERCE PROFIT SHARING PLANTHE BANK OF COMMERCE, ID$25M160
POWIN ENERGY OPERATING LLC 401(K) PLANPOWIN ENERGY OPERATING LLC, OR$23M493
SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUSTSIMKINS-HALLIN, INC., MT$11M85
TETON SCIENCE SCHOOLS 403(B) DEFINED CONTRIBUTION PLANTETON SCIENCE SCHOOLS, WY$9M101
LONE MOUNTAIN LAND COMPANY, LLC 401(K) PROFIT SHARING PLANLONE MOUNTAIN LAND COMPANY, LLC, MT$8M280
RS&I INC. 401(K) PLANRS&I INC., ID$8M84
PREMIER PERFORMANCE, LLC 401(K) PLANPREMIER PERFORMANCE, LLC, CO$7M258
MEATEATER, INC. 401(K) PLANMEATEATER, INC., MT$7M139
POTATO PRODUCTS OF IDAHO 401(K) PLANPOTATO PRODUCTS OF IDAHO, ID$6M340
SHOSHONE-BANNOCK GAMING 401(K) PLANSHOSHONE-BANNOCK GAMING, ID$5M357

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