Ward, Fisher & Company, LLP

Employee Benefit Plan Auditor

Warwick, RI

About Ward, Fisher & Company, LLP

<p>Founded around 1914 by Alfred P. Ward and Lewis G. Fisher, Ward, Fisher &amp; Company, LLP traces its roots back more than a century in Rhode Island.</p> <p>Based in Warwick in the Providence metro area, the firm is the oldest continually practicing local accounting firm in the state. Its headquarters are located at 250C Centerville Road in Warwick Executive Park, where it provides audit and accounting work for organizations across Rhode Island and the surrounding region.</p> <p>Ward, Fisher &amp; Company, LLP is listed in our directory of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> that support plan sponsors with the financial reporting side of retirement plans. A point of differentiation is its long-standing local history paired with a steady presence in the same market.</p> <p>For questions or scheduling, call (401) 384-6464. You can also ask for James H. Aceto.</p> <ul> <li>Firm type: Certified public accounting (CPA) firm</li> <li>Founded: 1914 (about)</li> <li>Headquarters: Warwick, Rhode Island (Providence-area)</li> <li>Address: 250C Centerville Road, Warwick Executive Park</li> <li>Phone: (401) 384-6464</li> </ul>

Website: https://www.wardfisher.com/

Founded: 1914

Office Locations

  • Warwick, RI (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 13
  • Total AUM Audited: $1.3B
  • 401(k): 13 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
RHODE ISLAND LABORERS PENSION PLANRI LABORERS PENSION PLAN BOARD OF TRUSTEES, RI$377M1,746
I.U.O.E. LOCAL 57 PENSION PLANTRUSTEES OF I.U.O.E. LOCAL 57, RI$258M964
RHODE ISLAND LABORERS ANNUITY FUNDRI LABORERS ANNUITY FUND BOARD OF TRUSTEES, RI$253M9,546
IUOE LOCAL 57 ANNUITY PLANBOARD OF TRUSTEES IUOE LOCAL 57, RI$146M1,023
PLUMBERS & PIPEFITTERS LOCAL UNION #51 ANNUITY PLANLOCAL 51, RI$83M1,358
RHODE ISLAND SHEET METAL WORKERS LOCAL 17 ANNUITY FUNDRI SHEET METAL WORKERS LOCAL 17 ANNUITY FD, BOARD OF TRUSTEES, MA$21M213
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY OF RHODE ISLAND, INC.UNITED CEREBRAL PALSY OF RHODE, RI$3M292
BRENTWOOD NURSING HOME 401(K) PLANBRENTWOOD HEALTH CENTER, LTD., RI$620,905195

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