Warady & Davis LLP

Employee Benefit Plan Auditor

Deerfield, IL

About Warady & Davis LLP

<p>Founded in 1949, Warady &amp; Davis LLP works with privately held businesses, business owners, and high net-worth individuals across the Chicago metro area.</p> <p>Based in Deerfield in Chicago’s North Shore suburbs, the firm provides audit, accounting, tax, and consulting services. For plan sponsors looking for an auditor, Warady &amp; Davis fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and supports retirement-plan related reporting alongside its core CPA work.</p> <p>Clients can also request business valuation and wealth management support. A practical differentiator is the firm’s dedicated quality control leadership, with Robert J. Giblichman, CPA (Partner and Director of Quality Control) as a direct point of contact.</p> <p>Headquarters: 1717 Deerfield Road, Deerfield, IL. Phone: 847.267.9600.</p> <ul> <li>Type: auditor (CPA firm)</li> <li>Services: audit, accounting, tax, and consulting</li> <li>Specialties mentioned: business valuation and wealth management</li> <li>Contact: Robert J. Giblichman, CPA, Partner; Director of Quality Control</li> <li>Location: Deerfield (Chicago North Shore), Illinois</li> </ul>

Website: https://waradydavis.com/services/

Founded: 1949

Office Locations

  • Deerfield, IL (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 31
  • Total AUM Audited: $1.3B
  • 401(k): 31 plans, $1.3B 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
CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUSTCTC TRADING GROUP, LLC, IL$352M652
ATPCO 401 (K) SAVINGS PLANAIRLINE TARIFF PUBLISHING CO., VA$146M401
HILCO TRADING, LLC 401(K) PROFIT SHARING PLAN & TRUSTHILCO TRADING, LLC, IL$114M1,608
SPROUT SOCIAL RETIREMENT PLANSPROUT SOCIAL, INC., IL$113M1,031
DICK BLICK PROFIT SHARING PLANDICK BLICK HOLDINGS, INC., IL$102M1,683
NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K)NATIONAL MATERIAL, L.P., IL$63M358
THE GONNELLA PENSION PLANGONNELLA BAKING COMPANY, IL$59M74
IMO EMPLOYEE RETIREMENT PLANINTELLIGENT MEDICAL OBJECTS, INC., IL$46M306
GONNELLA RETIREMENT SAVINGS PLANGONNELLA BAKING CO., IL$40M363
ONCOURSE HOME SOLUTIONS 401(K) PLANAMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS, IL$40M624
GI PARTNERS OF ILLINOIS, LLC 401(K) PLANGI PARTNERS OF ILLINOIS, LLC, IL$38M153
COMBINED METALS DEFERRED COMPENSATION PLAN 401(K)COMBINED METALS OF CHICAGO, L.L.C., IL$28M—
IDN GLOBAL, INC. 401(K) PLANIDN GLOBAL, INC., TX$26M263
CAPITAL POWER OPERATIONS USA INC. 401K PLANCAPITAL POWER OPERATIONS USA INC., MA$24M182
JOHNSBYRNE COMPANY 401(K) SAVINGS PLANJOHNS BYRNE COMPANY, IL$24M158
INDAK MANUFACTURING CORP. PROFIT SHARING PLAN AND TRUSTINDAK MANUFACTURING CORPORATION, IL$22M100
THE QUMULUS 401(K) PLANQSRSOFT, LLC, IL$20M128
J.R. CARLSON LABORATORIES, INC. 401(K) PLANJ.R. CARLSON LABORATORIES, INC., IL$19M145
PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLANPARKER PLASTICS, INC., WI$17M274
PEER FOODS GROUP, INC. PROFIT SHARING AND 401(K) PLANPEER FOODS GROUP, INC., IL$16M756

Showing top 20 of 35 plans serviced in 2024.

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