About The Whitlock Company
The Whitlock Company is a dedicated CPA firm headquartered in Springfield, MO, providing expert accounting and advisory services nationwide. For over 110 years, The Whitlock Co. has served organizations and individuals with integrity and excellence. Services include Business Advisory & Accounting, Community Bank Risk Advisory, Business Tax Strategy & Preparation, and Financial Reporting & Assurance Services. Individual solutions feature Tax Planning, Wealth Management, and Financial Planning. The firm is focused on fostering long-term client relationships and offers big-firm expertise with a Midwest approachability. Contact Kathy Hillenburg, CPA, and the team at The Whitlock Company for a consultation. More information is available at whitlockco.com.
Website: https://whitlockco.com/
Founded: 1913
Office Locations
- Springfield, MO (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 23
- Total AUM Audited: $501.5M
- 401(k): 23 plans, $501.5M 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 |
|---|---|---|---|
| COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | COLLEGE OF THE OZARKS, MO | $72M | 359 |
| VALLEY VIEW BANCSHARES, INC. 401(K) PLAN | VALLEY VIEW BANCSHARES, INC., KS | $70M | 440 |
| PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | PAUL MUELLER COMPANY, MO | $70M | 744 |
| INTERCOUNTY ELECTRIC COOP ASSOC. EMPLOYEES RETIREMENT INCOME PLAN | INTERCOUNTY ELECTRIC COOP ASSOC., MO | $38M | 106 |
| MIDWEST BANCORPORATION, INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN | MIDWEST BANCORPORATION, INC, MO | $35M | 217 |
| 401(k) Retirement Plan | Healthcare Sponsor, MO | $32M | 227 |
| 401(k) Retirement Plan | Manufacturing Sponsor, KS | $26M | 146 |
| 401(k) Retirement Plan | Professional Services Sponsor, MO | $25M | 322 |
| 401(k) Retirement Plan | Technology Sponsor, MO | $22M | 1,182 |
🔒 Want to unlock and download The Whitlock Company's client list?
Subscribe to Basic or Premium today to reveal and download all 25 client plans.
Subscribe Today