About Traveller & Company LLC
<p>Founded in 1957, Traveller & Company LLC is a CPA firm that handles institutional and commercial audit work alongside day-to-day accounting support.</p> <p>Headquartered in Centerville in northern Utah between Salt Lake City and Ogden, the firm works with individuals and businesses across the Wasatch Front region. William J Thomas leads the practice.</p> <p>Traveller & Company LLC provides a small-firm setting where clients can work directly with the team and get practical help on routine accounting and reporting needs. For more details, visit <a href="http://travellercpa.com/">travellercpa.com</a>.</p> <p>Common areas of work include:</p> <ul> <li>Institutional and commercial audits, including <a href="/auditors/401k">401(k) auditors</a> work when required</li> <li>Business accounting and tax preparation</li> <li>Payroll processing and support</li> <li>Bookkeeping and monthly close assistance</li> <li>Small business consulting</li> </ul>
Website: http://travellercpa.com/
Founded: 1957
Office Locations
- Centerville, UT (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 32
- Total AUM Audited: $1.4B
- 401(k): 32 plans, $1.4B 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 |
|---|---|---|---|
| NICE SYSTEMS, INC. 401(K) PLAN | NICE SYSTEMS, INC., NJ | $545M | 3,290 |
| MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN | MANAGEMENT & TRAINING CORPORATION, UT | $198M | 7,036 |
| ECO MATERIAL TECHNOLOGIES 401(K) PLAN | ECO MATERIAL TECHNOLOGIES INC., UT | $128M | 1,109 |
| SHC SERVICES, INC. 401(K) PLAN | SHC SERVICES, INC., UT | $98M | 10,302 |
| WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | WORKMAN NYDEGGER, P.C., UT | $74M | 106 |
| CELTIC BANK CORPORATION 401(K) PLAN | CELTIC BANK CORPORATION, UT | $33M | 370 |
| SMITH POWER PRODUCTS, INC. 401K PLAN | SMITH POWER PRODUCTS, INC., UT | $32M | 257 |
| LIVEVOX, INC. 401(K) RETIREMENT PLAN | LIVEVOX, INC., CA | $30M | 288 |
| CREDIT.COM HOLDINGS, LLC 401K PLAN | CREDIT.COM HOLDINGS, LLC, UT | $28M | 179 |
| PROGREXION HOLDINGS, INC. 401(K) PLAN | PGX HOLDINGS, INC., UT | $28M | 224 |
| COMPUTER MARKETING CORPORATION 401(K) PLAN | COMPUTER MARKETING CORPORATION, UT | $27M | 161 |
| MEDICAL REVIEW INSTITUTE OF AMERICA 401(K) PLAN | MEDICAL REVIEW INSTITUTE OF AMERICA, UT | $25M | 513 |
| AMC, LLC 401(K) PLAN | APARTMENT MANAGEMENT CONSULTANTS, LLC, UT | $23M | 3,634 |
| WCF 401(K) PLAN | WCF MUTUAL INSURANCE CO., UT | $20M | 344 |
| NBS RETIREMENT READINESS PLAN | NATIONAL BENEFIT SERVICES, LLC, MO | $20M | 320 |
| MOUNTAIN LAND REHABILITATION 401(K) PLAN | MOUNTAIN LAND REHABILITATION, LLC, UT | $17M | 1,073 |
| SOLUTIONREACH 401(K) PLAN | SOLUTIONREACH, INC., UT | $17M | 197 |
| A&K RAILROAD MATERIALS, INC. RETIREMENT & SAVINGS PLAN | A&K RAILROAD MATERIALS, INC., UT | $15M | 321 |
| INDUSTRIAL SUPPLY COMPANY, INC. 401(K) PLAN | INDUSTRIAL SUPPLY COMPANY, INC., UT | $14M | 200 |
| FULL SWING GOLF 401(K) PROFIT SHARING PLAN | FULL SWING GOLF, INC., CA | $14M | 176 |
Showing top 20 of 33 plans serviced in 2025.