Schumann, Adriano & Company, PLLC

Employee Benefit Plan Auditor

Phoenix, AZ

About Schumann, Adriano & Company, PLLC

Schumann, Adriano & Company, PLLC is a Certified Public Accountant firm located in Phoenix, AZ, offering comprehensive accounting and tax services for individuals and businesses. Led by Contact Charles M. Adriano, the firm has been in business since 1953, providing generational experience and professional service. Their expertise includes tax preparation and planning, audit, review, and compilation services, as well as 401(k) Retirement Plan Audits. Schumann, Adriano & Company, PLLC specializes in niches like automotive dealerships, securities broker-dealers, and employee benefit plans. They also assist with company start-up processes and offer QuickBooks advisory services. Visit <http://www.saandco.com/> to learn how Charles M. Adriano and his team can serve your accounting needs in Phoenix and beyond.

Website: http://www.saandco.com/

Founded: 1953

Office Locations

  • Phoenix, AZ

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3
  • Total AUM Audited: $33.3M
  • 401(k): 3 plans, $33.3M 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
COULTER AFFILIATES 401(K) PLANCOULTER CADILLAC, INC., AZ$14M374
BILL LUKE CHRYSLER JEEP & DODGE, INC. 401(K) PLANBILL LUKE CHRYSLER JEEP & DODGE INC, AZ$11M450
LAWLEY MOTORS, LLC 401(K) PLANLAWLEY MOTORS, LLC, AZ$8M

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