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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| BEACHFLEISCHMAN, PLLC 401(K) PLAN | BEACHFLEISCHMAN PLLC, AZ | $52M | 219 |
| SYNERGOS COMPANIES 401(K) PLAN | SYNERGOS COMPANIES LLC, AZ | $36M | 2,753 |
| ASCENT LIFTING, INC. 401(K) PLAN | ASCENT LIFTING, INC., AZ | $33M | 439 |
| PRIORITY AMBULANCE, LLC 401(K) PLAN | PRIORITY AMBULANCE, LLC, AZ | $26M | 4,427 |
| CERTEX USA 401(K) PLAN | CERTEX USA, LLC, AZ | $25M | 240 |
| 401(k) Retirement Plan | Healthcare Sponsor, AZ | $22M | 5,212 |
| 401(k) Retirement Plan | Manufacturing Sponsor, AZ | $13M | 167 |
| 401(k) Retirement Plan | Professional Services Sponsor, AZ | $12M | 454 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $12M | 115 |
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