Swenson Accountancy Corporation

Employee Benefit Plan Auditor

Rancho Cucamonga, CA

About Swenson Accountancy Corporation

Looking for expert accounting services in Rancho Cucamonga, CA? Swenson Accountancy Corporation is a trusted CPA firm serving the Inland Empire. We are dedicated to providing personalized financial guidance and accounting solutions for businesses and individuals. Led by Contact Jennifer A. Razo, our team specializes in tax planning, preparation, bookkeeping, and comprehensive financial statement services. Jennifer A. Razo and the professionals at Swenson Accountancy Corporation pride themselves on delivering accurate, timely service with the highest level of professionalism. Visit our website at cpa-swensoncorp.com or call (909) 989-5867 to learn how Swenson Accountancy Corporation can help you achieve your financial goals.

Website: https://www.cpa-swensoncorp.com

Founded: 1949

Office Locations

  • Rancho Cucamonga, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 8
  • Total AUM Audited: $347.8M
  • 401(k): 8 plans, $347.8M 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
YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLANYAMAHA CORPORATION OF AMERICA, CA$130M438
BURLINGAME INDUSTRIES 401(K) AND PROFIT SHARING RETIREMENT PLANBURLINGAME INDUSTRIES, INCORPORATED, CA$89M789
CASA COLINA, INC. 403(B) RETIREMENT PLANCASA COLINA, INC., CA$55M1,112
FALKEN TIRE CORPORATION 401(K) PLANSUMITOMO RUBBER NORTH AMERICA, CA$48M370
YINLUN TDI 401(K) PLANYINLUN TDI, LLC, CA$12M160
CASA COLINA, INC. RETIREMENT PLANCASA COLINA, INC., CA$12M734
HEIGHTS CHRISTIAN SCHOOL 403(B) PLANHEIGHTS CHRISTIAN SCHOOLS, CA$7M247
ALGER PRECISION MACHINING LLC 401K PLANALGER PRECISION MACHINING LLC, CA$5M110
SO. CAL. SANDBAGS, INC. PREVAILING WAGE RETIREMENT PLANSO. CAL. SANDBAGS, INC., CA$5M145
REDLANDS CHRISTIAN SCHOOLS ACA 403(B) PLANREDLANDS CHRISTIAN SCHOOLS, CA$2M129

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