About Tanner LLC
<p>From its offices in downtown Salt Lake City along the Wasatch Front, Tanner LLC works with organizations that need a local audit and accounting team with national resources behind it.</p> <p>Founded in 1989, Tanner is an independent public accounting firm headquartered at 36 S State St, Suite 600, Salt Lake City, UT 84111. The firm provides accounting and advisory services for businesses and not-for-profit organizations across the Salt Lake City metro area and beyond.</p> <p>For retirement plans, Tanner fits within the broader group of <a href="/retirement-plans">retirement plan providers</a> as an auditor, helping plan sponsors meet reporting and compliance requirements. One practical differentiator is its locally focused approach paired with the ability to support clients that operate outside Utah.</p> <p>Contact Tanner at (801) 532-7444 or visit tannerco.com. David R. Hoopes is one of the firm’s professionals available for client inquiries.</p> <ul> <li>Independent public accounting firm (auditor)</li> <li>Headquarters: Salt Lake City, Utah</li> <li>Founded in 1989</li> <li>Works with businesses and not-for-profit organizations</li> <li>Phone: (801) 532-7444</li> </ul>
Website: https://tannerco.com/
Founded: 1989
Office Locations
- Salt Lake City, UT (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 150
- Total AUM Audited: $6.5B
- 401(k): 150 plans, $6.5B 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 |
|---|---|---|---|
| SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | SKYWEST, INC., UT | $1.4B | 15,517 |
| JEFFERIES EMPLOYEES' PROFIT SHARING PLAN | JEFFERIES FINANCIAL GROUP, INC., NY | $1.3B | 3,644 |
| O.C. TANNER RETIREMENT & SAVINGS PLAN | O.C. TANNER COMPANY, UT | $346M | 1,267 |
| SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN | SAVAGE COMPANIES, UT | $346M | 3,575 |
| ENERGYSOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | ENERGYSOLUTIONS, LLC, UT | $245M | 1,331 |
| 401(k) Retirement Plan | Healthcare Sponsor, MI | $224M | 940 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $193M | 3,688 |
| 401(k) Retirement Plan | Professional Services Sponsor, UT | $187M | 2,336 |
| 401(k) Retirement Plan | Technology Sponsor, UT | $168M | 8,740 |
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