About Stephens, Reidinger & Beller LLP
Stephens, Reidinger & Beller LLP is a CPA firm based in Newport Beach, CA, providing expert accounting, auditing, and bookkeeping services. Led by Partner David R. Stephens, the firm is dedicated to serving clients with professional financial solutions. David R. Stephens, a key contact at the firm, ensures high-quality service and attention to detail in all engagements. Stephens, Reidinger & Beller LLP is a trusted resource for businesses and individuals seeking reliable CPA services in the Newport Beach area. Contact David R. Stephens and the team at Stephens, Reidinger & Beller LLP for your accounting and auditing needs.
Founded: 1995
Office Locations
- Newport Beach, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 12
- Total AUM Audited: $329.8M
- 401(k): 12 plans, $329.8M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UST GLOBAL INC 401(K) PLAN | UST GLOBAL INC, CA | $170M | 3,713 |
| AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | AMERICAN VANGUARD CORPORATION, CA | $82M | 415 |
| PLACEWORKS 401(K) PLAN | PLACEWORKS, INC., CA | $27M | 138 |
| WARMINGTON GROUP CASH OPTION PROFIT SHARING PLAN | WARMINGTON RESIDENTIAL CALIFORNIA, INC., CA | $23M | 113 |
| CREAN LUTHERAN HIGH SCHOOL 403(B) PLAN | LUTHERAN HIGH SOUTH-ORANGE COUNTY,INC. DBA CREAN LUTHERAN HIGH SCHOOL, CA | $17M | 304 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $15M | 578 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $8M | — |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $7M | 277 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $6M | 351 |
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