Wallace, Plese + Dreher, LLP

Employee Benefit Plan Auditor

Chandler, AZ

About Wallace, Plese + Dreher, LLP

Wallace, Plese + Dreher, LLP is a trusted Arizona accounting firm offering comprehensive CPA services to help businesses thrive. Located in Chandler and Scottsdale, we provide practical guidance and advice in key areas including expert accounting, tax planning, audit, and assurance services.

Website: https://www.wpdcpa.com/

Founded: 1957

Employees: 60

Office Locations

  • Chandler, AZ (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 23
  • Total AUM Audited: $281.2M
  • 401(k): 23 plans, $281.2M 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).

PlanSponsorAssetsParticipants
BEACHFLEISCHMAN, PLLC 401(K) PLANBEACHFLEISCHMAN PLLC, AZ$52M219
SYNERGOS COMPANIES 401(K) PLANSYNERGOS COMPANIES LLC, AZ$36M2,753
ASCENT LIFTING, INC. 401(K) PLANASCENT LIFTING, INC., AZ$33M439
PRIORITY AMBULANCE, LLC 401(K) PLANPRIORITY AMBULANCE, LLC, AZ$26M4,427
CERTEX USA 401(K) PLANCERTEX USA, LLC, AZ$25M240
DESERT DE ORO FOODS, INC. 401(K) PLANDESERT DE ORO FOODS, INC., AZ$22M5,212
TD2 401(K) PLANTRANSLATIONAL DRUG DEVELOPMENT, LLC, AZ$13M167
HICKMANS EGG RANCH, INC. 401(K)HICKMANS EGG RANCH, INC., AZ$12M454
AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLANAERIES SOFTWARE, INC., CA$12M115
BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLANBEACHFLEISCHMAN PLLC, AZ$11M164
PASQUINELLI PRODUCE CO. PROFIT SHARING PLANPASQUINELLI PRODUCE CO., AZ$10M353
CBC GROUP, INC. RETIREMENT SAVINGS PLANCBC GROUP, INC., AZ$9M140
BUESING CORP. 401(K) PROFIT SHARING PLANBUESING CORP., AZ$9M266
VIBRANTCARE REHABILITATION INC. 401(K) PROFIT SHARING PLAN AND TRUSTVIBRANTCARE REHABILITATION, INC., TX$7M253
TRENDWOOD INC EMPLOYEE STOCK OWNERSHIP PLANTRENDWOOD INC, AZ$7M113
WESTLAND RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLANWESTLAND RESOURCES, INC., AZ$7M—
COXWELLS, INC 401(K) PLANCOXWELLS, INC. DBA COXREELS, AZ$6M157
ARIZONA CENTER FOR HAND SURGERY, P.C. 401(K) PROFIT SHARING PLANARIZONA CENTER FOR HAND SURGERY, P.C., AZ$6M64
FORESIGHT TECHNOLOGIES, INC. 401(K) SAVINGS PLANFORESIGHT TECHNOLOGIES, INC., AZ$5M364
NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLANNORTH VALLEY ENDODONTICS P.A., AZ$4M98

Showing top 20 of 26 plans serviced in 2024.

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