# Wegner CPAs, LLP
Source: https://planprovider.pro/provider/wegner-cpas-llp

> Founded in 1949, Wegner CPAs, LLP has grown into a long-running CPA firm based in Madison in south-central Wisconsin. From its office at 2921 Landmark Place,…

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/](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).

| Plan|Sponsor|Assets|Participants|

| 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|

| GORMAN 401(K) PLAN|GORMAN & COMPANY, LLC, WI|$36M|602|

| CASCADE LUMBER COMPANY 401(K) PLAN|CASCADE LUMBER COMPANY, IA|$34M|240|

| COATING PLACE, INC. PROFIT SHARING & 401(K) PLAN|COATING PLACE, INC., WI|$32M|143|

| BRUNNER MANUFACTURING EMPLOYEES RETIREMENT SAVINGS PLAN|BRUNNER MANUFACTURING COMPANY INC., WI|$28M|226|

| ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN|ACCESS COMMUNITY HEALTH CENTERS, WI|$27M|281|

| MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLAN|MRA - THE MANAGEMENT ASSOCIATION, INC., WI|$27M|205|

| NATIONAL CO+OP GROCERS 401(K) RETIREMENT PLAN|NATIONAL CO+OP GROCERS, MN|$25M|114|

| THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN|THE BARABOO BANCORPORATION, INC., WI|$20M|89|

| JOURNEY MENTAL HEALTH CENTER INC 403B PLAN|JOURNEY MENTAL HEALTH CENTER INC, WI|$19M|462|

| FRUTH PHARMACY 401(K) PLAN|FRUTH, INC., WV|$18M|249|

| ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN|ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, WI|$18M|102|

| UNITED MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLAN|UNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC., WI|$18M|894|

| 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC.|WISCONSIN COMMUNITY SERVICES, WI|$16M|654|

| LEADERSHIP FOR EDUCATIONAL EQUIT EQUITY 401(K) PLAN|LEADERSHIP FOR EDUCATIONAL EQUIT, DE|$13M|144|

| EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN|EVERGREEN RETIREMENT COMMUNITY, INC., WI|$12M|326|

| THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN|THE PROTECT DEMOCRACY PROJECT, DC|$12M|119|

Showing top 20 of 46 plans serviced in 2025.

## Other Employee Benefit Plan Auditors in WI

- [Quandt Berndt & Company LLC](https://planprovider.pro/provider/quandt-berndt-and-company-llc) - Waukesha, WI

- [KerberRose SC](https://planprovider.pro/provider/kerberrose-sc) - Shawano, WI

- [Gordon J. Maier & Company, LLP](https://planprovider.pro/provider/gordon-j-maier-and-company-llp) - Racine, WI

- [Reilly, Penner & Benton LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) - Milwaukee, WI

- [Ritz Holman LLP](https://planprovider.pro/provider/ritz-holman-llp) - Milwaukee, WI

- [Dufek & Company, LLC](https://planprovider.pro/provider/dufek-and-company-llc) - Brookfield, WI

- [Baker Tilly US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) - Madison, WI

- [Hawkins Ash CPAs, LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp) - La Crosse, WI

- [Wipfli LLP](https://planprovider.pro/provider/wipfli-llp) - Eau Claire, WI

- [Vrakas CPAs + Advisors](https://planprovider.pro/provider/vrakas-cpas-advisors) - Brookfield, WI

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