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 (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
NAES CORPORATION RETIREMENT & 401(K) PLAN NAES CORPORATION, WA $644M 2,201
AMWTP EMPLOYEE INVESTMENT PLAN IDAHO ENVIRONMENTAL COALITION, LLC, ID $229M 1,270
MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST MELALEUCA, INC., ID $140M 2,391
NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLAN NAES CORPORATION, WA $112M 360
LMLC OPERATIONS LLC RETIREMENT PLAN AND TRUST LMLC OPERATIONS LLC, MT $48M 2,225
401(k) Retirement Plan Healthcare Sponsor, ID $31M 1,530
401(k) Retirement Plan Manufacturing Sponsor, MT $27M 1,132
401(k) Retirement Plan Professional Services Sponsor, ID $25M 160
401(k) Retirement Plan Technology Sponsor, OR $23M 493

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