About Walter, Boesky & Associates, P.C.
Walter, Boesky & Associates, P.C. is a highly regarded CPA firm located in Southfield, MI, specializing in comprehensive accounting and auditing services. Led by Paul Walter, CPA, the firm is particularly well-known for its expertise in employee benefit plans, including 401K audits, and is a trusted partner for multi-state tax, non-profit organizations, and business accounting.
Office Locations
- Southfield, MI
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 3
- Total AUM Audited: $163.1M
- 401(k): 3 plans, $163.1M 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 |
|---|---|---|---|
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | SPRINKLER FITTERS AND APPRENTICES LOCAL 704, MI | $98M | 502 |
| AURORA BEHAVIORAL HEALTH SAVINGS & RETIREMENT PLAN | SIGNATURE HEALTHCARE SERVICES, LLC, CA | $60M | 5,156 |
| AURORA BEHAVIORAL HEALTH SAVINGS & RETIREMENT PLAN | SIGNATURE HEALTHCARE SERVICES, LLC, CA | $56M | 5,611 |
| NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN | ISMAIL B. SENDI, MD PC, MI | $5M | 274 |