Tait Weller & Baker LLP

Employee Benefit Plan Auditor

Philadelphia, PA

About Tait Weller & Baker LLP

<p>Founded in 1921, Tait Weller &amp; Baker LLP has built its practice around audits and accounting for organizations with complex reporting needs, including non-profit and financial services clients.</p> <p>Headquartered in Philadelphia, the firm works with organizations across the Greater Philadelphia region that need a CPA team that can handle year-end audit deadlines and ongoing accounting questions without a lot of handoffs.</p> <p>As an <a href="/auditors/401k">401(k) auditors</a> resource, Tait Weller &amp; Baker LLP provides audit, tax, and consulting services as part of a full-service CPA practice. One differentiator is its long-standing focus on the non-profit and financial services sectors, where fund accounting and regulatory expectations can affect audit planning and documentation.</p> <p>To connect with the firm, call 215.979.8800 or ask for Karen P. Vento.</p> <ul> <li>CPA firm founded in 1921</li> <li>Headquarters in Philadelphia, Pennsylvania</li> <li>Audit services</li> <li>Tax services</li> <li>Consulting services</li> </ul>

Website: https://taitweller.com/

Founded: 1921

Office Locations

  • Philadelphia, PA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 33
  • Total AUM Audited: $1.3B
  • 401(k): 33 plans, $1.3B 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
MUHLENBERG COLLEGE RETIREMENT PLANMUHLENBERG COLLEGE, PA$176M596
GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLANGERMANTOWN ACADEMY, PA$102M318
THE HAVERFORD SCHOOL 403(B) PLANTHE HAVERFORD SCHOOL, PA$101M192
SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLANSPRINGSIDE CHESTNUT HILL ACADEMY, PA$88M249
OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLANOBERMAYER REBMANN MAXWELL & HIPPEL LLP, PA$85M202
BLAIR ACADEMY DC RETIREMENT PLANBLAIR ACADEMY, NJ$78M155
THE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANTHE HILL SCHOOL, PA$70M249
SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLASHIPLEY SCHOOL, PA$53M383
THE PENNINGTON SCHOOL DC RETIREMENT PLANTHE PENNINGTON SCHOOL, NJ$48M180
FRIENDS SELECT SCHOOL RETIREMENT PLANFRIENDS SELECT SCHOOL, PA$43M137
THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLANTHE BALDWIN SCHOOL, PA$42M215
WORLD RELIEF 401(K) PLANWORLD RELIEF, MD$36M1,211
CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLANCLARK CAPITAL MANAGEMENT GROUP, INC., PA$35M151
HELEN KELLER INTERNATIONAL, INC. RETIREMENT PLANHELEN KELLER INTERNATIONAL, INC., NY$35M117
BRENNAN CENTER FOR JUSTICE 401(K) PROFIT SHARING PLANWILLIAM J. BRENNAN CENTER FOR JUSTICE, INC., NY$29M181
CAIRN UNIVERSITY 403(B) PLANCAIRN UNIVERSITY, PA$21M324
THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLNTHE FRANKLIN INSTITUTE, PA$21M156
LUTHERAN IMMIGRATION AND REFUGEE SERVICE 403(B) PLANLUTHERAN IMMIGRATION AND REFUGEE SERVICE, MD$20M758
LANCASTER BIBLE COLLEGE RETIREMENT PLANLANCASTER BIBLE COLLEGE, PA$18M244
THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLANTHE ACUTRONIC COMPANY, PA$15M127

Showing top 20 of 30 plans serviced in 2024.

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