Schumann, Adriano & Company, PLLC

Employee Benefit Plan Auditor

Phoenix, AZ

About Schumann, Adriano & Company, PLLC

<p>Founded in 1953, Schumann, Adriano &amp; Company, PLLC brings long-running CPA firm experience to retirement plan audit work and other assurance needs.</p> <p>Based in Phoenix in the Greater Phoenix metro, the firm provides <a href="/auditors/401k">401(k) auditors</a> services alongside audit, review, and compilation engagements for businesses and individuals. Charles M. Adriano leads the practice.</p> <p>Schumann, Adriano &amp; Company also handles tax preparation and tax planning, plus support around company start-up tasks and QuickBooks advisory work. Industry niches include automotive dealerships, securities broker-dealers, and employee benefit plans, which helps the team stay familiar with industry-specific reporting and compliance expectations.</p> <p>Learn more at <a href="http://www.saandco.com/">http://www.saandco.com/</a>.</p> <ul> <li>401(k) retirement plan audits</li> <li>Audit, review, and compilation services</li> <li>Tax preparation and tax planning</li> <li>QuickBooks advisory services</li> <li>Specialty experience with employee benefit plans, broker-dealers, and auto dealerships</li> </ul>

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) PLAN COULTER CADILLAC, INC., AZ $14M 374
BILL LUKE CHRYSLER JEEP & DODGE, INC. 401(K) PLAN BILL LUKE CHRYSLER JEEP & DODGE INC, AZ $11M 450
LAWLEY MOTORS, LLC 401(K) PLAN LAWLEY MOTORS, LLC, AZ $8M

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