# Traveller &amp; Company LLC
Source: https://planprovider.pro/provider/traveller-and-company-llc

> Founded in 1957, Traveller &amp;amp; Company LLC is a CPA firm that handles institutional and commercial audit work alongside day-to-day accounting support. Head…

Employee Benefit Plan Auditor

Centerville, UT

## About Traveller & Company LLC

<p>Founded in 1957, Traveller &amp; 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 &amp; 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/](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.

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