About Templeton & Company, LLP
<p>Founded by Steven Templeton in 1990, Templeton & Company, LLP has grown into a 66-employee CPA firm in West Palm Beach, serving the greater Palm Beach County area.</p> <p>The firm provides accounting and consulting services for organizations in Agribusiness, Health Care, Non-Profit, and Construction. For retirement plan sponsors looking for <a href="/retirement-plans">retirement plan providers</a>, Templeton & Company, LLP is also listed in this directory as an audit resource.</p> <p>Templeton & Company, LLP operates from 222 Lakeview Ave, Suite 1200, West Palm Beach, FL. One point that sets the firm apart locally is its ongoing focus on mentoring aspiring accountants while recruiting and developing new talent.</p> <p>Phone: 561-798-9988.</p> <ul> <li>CPA firm founded in 1990</li> <li>66 employees</li> <li>Office in West Palm Beach (Palm Beach County)</li> <li>Industry experience in Agribusiness, Health Care, Non-Profit, and Construction</li> </ul>
Website: https://www.ficpa.org/find-a-firm/17007:templeton-company-llp
Founded: 1990
Employees: 66
Office Locations
- West Palm Beach, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 220
- Total AUM Audited: $8.4B
- 401(k): 220 plans, $8.4B 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 |
|---|---|---|---|
| SUCCESSWISE POOLED EMPLOYER PLAN | PLAN PROFESSIONALS, LLC, NJ | $1.5B | 69,288 |
| BUILDWISE | PLAN PROFESSIONALS, LLC, NJ | $650M | 13,824 |
| WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | WATSCO, INC., FL | $562M | 6,285 |
| ISOLVED 401-K PLAN | PLAN PROFESSIONALS, LLC, NJ | $465M | 47,479 |
| OPEN PEP | PLAN PROFESSIONALS, LLC, NJ | $354M | 18,762 |
| WOMEN'S CARE 401(K) PLAN | PHYSICIAN BUSINESS SERVICES, LLC, FL | $243M | 2,177 |
| EMPLOYER FLEXIBLE 401(K) PLAN | EMPLOYER FLEXIBLE, TX | $215M | 11,224 |
| ACE RETAIL SAVINGS PLAN 401(K) | ACE HARDWARE CORPORATION, IL | $188M | 10,227 |
| FLAGLER SYSTEM, INC. EMPLOYEES' SAVINGS PLAN | FLAGLER SYSTEM, INC., FL | $187M | 2,307 |
| OPEN PEP 2 | PLAN PROFESSIONALS LLC, NJ | $145M | 3,035 |
| SECURE HORIZONS 401(K) PLAN | SECURE HORIZONS RETIREMENT PLAN LLC, FL | $139M | 2,753 |
| MARINE INDUSTRY RETIREMENT PLAN | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC., IL | $136M | 4,068 |
| MEMBERS 401(K) ADVANTAGE | MEMBERS BENEFIT CORP., FL | $132M | 3,005 |
| ACCRUEWISE PEP | PLAN PROFESSIONALS, LLC, NJ | $129M | 5,120 |
| TEXO MEMBERS 401(K) PLAN | TEXO ABC-AGC, INC., TX | $117M | 6,383 |
| VECELLIO GROUP, INC. RETIREMENT SAVINGS PLAN | VECELLIO GROUP, INC., FL | $94M | 1,171 |
| XCEL HR 401(K) PLAN | XMT SERVICES, INC., MD | $93M | 1,551 |
| CHOICE POOLED EMPLOYER PLAN I | SMART RETIREMENT SOLUTIONS, INC., TN | $89M | 6,378 |
| PALM BEACH ATLANTIC UNIVERSITY 403(B)(7) PLAN | PALM BEACH ATLANTIC UNIVERSITY, INC., FL | $84M | 1,566 |
| NESTEGGS MASTER POOLED 401(K) PLAN | NESTEGGS RETIREMENT PLAN SERVICES, INC., FL | $80M | 2,294 |
Showing top 20 of 243 plans serviced in 2024.