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 (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 |
|---|---|---|---|
| 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 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $243M | 2,177 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $215M | 11,224 |
| 401(k) Retirement Plan | Professional Services Sponsor, IL | $188M | 10,227 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $187M | 2,307 |
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