Wegner CPAs, LLP

Employee Benefit Plan Auditor

Madison, WI

About Wegner CPAs, LLP

<p>Founded in 1949, Wegner CPAs, LLP has grown into a long-running CPA firm based in Madison in south-central Wisconsin.</p> <p>From its office at 2921 Landmark Place, the firm provides audit and assurance work along with accounting and business consulting for organizations in the Madison area and clients across the country. Wegner CPAs works with businesses and non-profit organizations that need a firm that can handle day-to-day accounting support as well as formal attest services.</p> <p>Service lines include outsourced accounting and advisory, plus tax planning and tax compliance. For organizations that sponsor retirement plans, Wegner CPAs fits within the broader group of <a href="/retirement-plans">retirement plan providers</a> that can support reporting and audit requirements.</p> <p>What sets the firm apart is its mix of long-standing Wisconsin roots and a service menu that combines audit, tax, and consulting under one roof.</p> <ul> <li>Audit and assurance services (including retirement plan audits)</li> <li>Outsourced accounting and advisory support</li> <li>Tax planning</li> <li>Tax compliance</li> <li>Business consulting for businesses and non-profits</li> </ul>

Website: https://www.wegnercpas.com/

Founded: 1949

Office Locations

  • Madison, WI

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 41
  • Total AUM Audited: $717.1M
  • 401(k): 41 plans, $717.1M AUM

Plans Serviced (2025)

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
PLASTIC INGENUITY, INC. PROFIT SHARING AND SAVINGS PLANPLASTIC INGENUITY, INC., WI$156M925
BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLANBERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP, FL$57M381
AGRACE HEALTH EMPLOYEE RETIREMENT PLANAGRACE HEALTH, WI$48M875
AGRACE HOSPICECARE EMPLOYEE RETIREMENT PLANAGRACE HOSPICECARE, WI$42M872
GORMAN 401(K) PLANGORMAN & COMPANY, LLC, WI$36M602
CASCADE LUMBER COMPANY 401(K) PLANCASCADE LUMBER COMPANY, IA$34M240
COATING PLACE, INC. PROFIT SHARING & 401(K) PLANCOATING PLACE, INC., WI$32M143
BRUNNER MANUFACTURING EMPLOYEES RETIREMENT SAVINGS PLANBRUNNER MANUFACTURING COMPANY INC., WI$28M226
ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLANACCESS COMMUNITY HEALTH CENTERS, WI$27M281
MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLANMRA - THE MANAGEMENT ASSOCIATION, INC., WI$27M205
NATIONAL CO+OP GROCERS 401(K) RETIREMENT PLANNATIONAL CO+OP GROCERS, MN$25M114
THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLANTHE BARABOO BANCORPORATION, INC., WI$20M89
JOURNEY MENTAL HEALTH CENTER INC 403B PLANJOURNEY MENTAL HEALTH CENTER INC, WI$19M462
FRUTH PHARMACY 401(K) PLANFRUTH, INC., WV$18M249
ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, WI$18M102
UNITED MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLANUNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC., WI$18M894
403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC.WISCONSIN COMMUNITY SERVICES, WI$16M654
LEADERSHIP FOR EDUCATIONAL EQUIT EQUITY 401(K) PLANLEADERSHIP FOR EDUCATIONAL EQUIT, DE$13M144
EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLANEVERGREEN RETIREMENT COMMUNITY, INC., WI$12M326
THE PROTECT DEMOCRACY PROJECT 401(K) PS PLANTHE PROTECT DEMOCRACY PROJECT, DC$12M119

Showing top 20 of 46 plans serviced in 2025.

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