Servatius, O'Brien & Fong, LLP

Employee Benefit Plan Auditor

Torrance, CA

About Servatius, O'Brien & Fong, LLP

<p>Established in 1986, this Torrance CPA firm in Los Angeles’ South Bay works with business owners, individuals, and not-for-profit organizations on audit, accounting, and tax needs.</p> <p>Servatius, O’Brien &amp; Fong, LLP handles audit and assurance work that includes audits, reviews, and compilations of financial statements for privately owned businesses, U.S. subsidiaries of foreign companies, employee benefit plans, and nonprofit organizations. For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the firm’s employee benefit plan experience is part of its broader assurance practice.</p> <p>Melinda Taylor, CPA, is Partner-in-Charge of Audit and Assurance Services. She is licensed as a CPA in California and Idaho and is a member of the American Institute of Certified Public Accountants (AICPA).</p> <p>The firm’s differentiator is the mix of employee benefit plan work alongside audits for both privately held companies and U.S. subsidiaries of foreign businesses.</p> <ul> <li>Founded in 1986</li> <li>Headquarters: Torrance, California (Los Angeles South Bay)</li> <li>Services: audit, accounting, and tax</li> <li>Audit services: audits, reviews, and compilations</li> <li>Contact: 2377 Crenshaw Boulevard, Torrance, CA; (310) 539-9400</li> </ul>

Website: http://www.sofcpa.com/

Founded: 1986

Office Locations

  • Torrance, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 6
  • Total AUM Audited: $837.1M
  • 401(k): 6 plans, $837.1M 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
SPACE EXPLORATION TECHNOLOGIES 401(K) PLAN SPACE EXPLORATION TECHNOLOGIES CORP., CA $571M 16,002
LISI COMPANIES 401(K) PLAN LISI HOLDING NORTH AMERICA, INC., CA $143M 1,870
COLUMBUS TECHNOLOGIES AND SERVICES, INC. 401(K) PROFIT SHARING PLAN COLUMBUS TECHNOLOGIES AND SERVICES, INC., CA $45M 119
NATIONAL UNDERGROUND GROUP 401(K) SAVINGS PLAN NATIONAL UNDERGROUND GROUP, INC., CA $36M 675
US SKILLEDSERVE FACILITIES 401(K) PLAN US SKILLEDSERVE FACILITIES, CA $6M 2,091
401(k) Retirement Plan Healthcare Sponsor, CA $3M 76

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