# Rudd & Company PLLC
Source: https://planprovider.pro/provider/rudd-and-company-pllc

> Founded in 1963, Rudd & Company PLLC has built a long-running CPA practice in the Gallatin Valley, with its headquarters in Bozeman, Montana. The firm al…

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/](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).

| Plan|Sponsor|Assets|Participants|

| NAES CORPORATION RETIREMENT & 401(K) PLAN|NAES CORPORATION, WA|$644M|2,201|

| 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|

| BRAD HALL COMPANIES 401(K) PLAN|HFI MANAGEMENT, LLC, ID|$31M|1,530|

| YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST|YELLOWSTONE CLUB OPERATIONS, LLC, MT|$27M|1,132|

| THE BANK OF COMMERCE PROFIT SHARING PLAN|THE BANK OF COMMERCE, ID|$25M|160|

| POWIN ENERGY OPERATING LLC 401(K) PLAN|POWIN ENERGY OPERATING LLC, OR|$23M|493|

| SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST|SIMKINS-HALLIN, INC., MT|$11M|85|

| TETON SCIENCE SCHOOLS 403(B) DEFINED CONTRIBUTION PLAN|TETON SCIENCE SCHOOLS, WY|$9M|101|

| LONE MOUNTAIN LAND COMPANY, LLC 401(K) PROFIT SHARING PLAN|LONE MOUNTAIN LAND COMPANY, LLC, MT|$8M|280|

| RS&I INC. 401(K) PLAN|RS&I INC., ID|$8M|84|

| PREMIER PERFORMANCE, LLC 401(K) PLAN|PREMIER PERFORMANCE, LLC, CO|$7M|258|

| MEATEATER, INC. 401(K) PLAN|MEATEATER, INC., MT|$7M|139|

| POTATO PRODUCTS OF IDAHO 401(K) PLAN|POTATO PRODUCTS OF IDAHO, ID|$6M|340|

| SHOSHONE-BANNOCK GAMING 401(K) PLAN|SHOSHONE-BANNOCK GAMING, ID|$5M|357|

## Other Employee Benefit Plan Auditors in MT

- [Holmes & Turner](https://planprovider.pro/provider/holmes-and-turner) - Bozeman, MT

- [Amatics CPA Group](https://planprovider.pro/provider/amatics-cpa-group) - Bozeman, MT

- [Jordahl & Sliter PLLC](https://planprovider.pro/provider/jordahl-and-sliter-pllc) - Kalispell, MT

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