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 PLAN PLASTIC INGENUITY, INC., WI $156M 925
BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP, FL $57M 381
AGRACE HEALTH EMPLOYEE RETIREMENT PLAN AGRACE HEALTH, WI $48M 875
AGRACE HOSPICECARE EMPLOYEE RETIREMENT PLAN AGRACE HOSPICECARE, WI $42M 872
WISCONSIN EDUCATION ASSOCIATION COUNCIL PROFESSIONAL AND ASSOCIATE STAFF RETIREMENT AND 401(K) PLAN WISCONSIN EDUCATION ASSOCIATION COUNCIL, WI $37M 40
401(k) Retirement Plan Healthcare Sponsor, WI $36M 602
401(k) Retirement Plan Manufacturing Sponsor, IA $34M 240
401(k) Retirement Plan Professional Services Sponsor, WI $32M 143
401(k) Retirement Plan Technology Sponsor, WI $28M 226

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