# Tait Weller & Baker LLP
Source: https://planprovider.pro/provider/tait-weller-and-baker-llp
> Founded in 1921, Tait Weller & Baker LLP has built its practice around audits and accounting for organizations with complex reporting needs, including no…
Employee Benefit Plan Auditor
Philadelphia, PA
## About Tait Weller & Baker LLP
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.
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.
As an 401(k) auditors 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.
To connect with the firm, call 215.979.8800 or ask for Karen P. Vento.
- CPA firm founded in 1921
- Headquarters in Philadelphia, Pennsylvania
- Audit services
- Tax services
- Consulting services
Website: [https://taitweller.com/](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|
| BLAIR ACADEMY DC RETIREMENT PLAN|BLAIR ACADEMY, NJ|$78M|155|
| THE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN|THE HILL SCHOOL, PA|$70M|249|
| SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA|SHIPLEY SCHOOL, PA|$53M|383|
| THE PENNINGTON SCHOOL DC RETIREMENT PLAN|THE PENNINGTON SCHOOL, NJ|$48M|180|
| FRIENDS SELECT SCHOOL RETIREMENT PLAN|FRIENDS SELECT SCHOOL, PA|$43M|137|
| THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN|THE BALDWIN SCHOOL, PA|$42M|215|
| WORLD RELIEF 401(K) PLAN|WORLD RELIEF, MD|$36M|1,211|
| CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLAN|CLARK CAPITAL MANAGEMENT GROUP, INC., PA|$35M|151|
| HELEN KELLER INTERNATIONAL, INC. RETIREMENT PLAN|HELEN KELLER INTERNATIONAL, INC., NY|$35M|117|
| BRENNAN CENTER FOR JUSTICE 401(K) PROFIT SHARING PLAN|WILLIAM J. BRENNAN CENTER FOR JUSTICE, INC., NY|$29M|181|
| CAIRN UNIVERSITY 403(B) PLAN|CAIRN UNIVERSITY, PA|$21M|324|
| THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN|THE FRANKLIN INSTITUTE, PA|$21M|156|
| LUTHERAN IMMIGRATION AND REFUGEE SERVICE 403(B) PLAN|LUTHERAN IMMIGRATION AND REFUGEE SERVICE, MD|$20M|758|
| LANCASTER BIBLE COLLEGE RETIREMENT PLAN|LANCASTER BIBLE COLLEGE, PA|$18M|244|
| THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN|THE ACUTRONIC COMPANY, PA|$15M|127|
Showing top 20 of 30 plans serviced in 2024.
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