About Tait Weller & Baker LLP
<p>Founded in 1921, Tait Weller & 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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MUHLENBERG COLLEGE RETIREMENT PLAN | MUHLENBERG COLLEGE, PA | $176M | 596 |
| GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | GERMANTOWN ACADEMY, PA | $102M | 318 |
| THE HAVERFORD SCHOOL 403(B) PLAN | THE HAVERFORD SCHOOL, PA | $101M | 192 |
| SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN | SPRINGSIDE CHESTNUT HILL ACADEMY, PA | $88M | 249 |
| OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN | OBERMAYER REBMANN MAXWELL & HIPPEL LLP, PA | $85M | 202 |
| 401(k) Retirement Plan | Healthcare Sponsor, NJ | $78M | 155 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $70M | 249 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $53M | 383 |
| 401(k) Retirement Plan | Technology Sponsor, NJ | $48M | 180 |
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