About Weinberg & Company, P.A.
<p>Founded in 1986, Weinberg & Company, P.A. is a full-service CPA firm headquartered in Los Angeles, serving the greater Southern California market.</p> <p>The firm works with clients across the United States, Canada, and the Pacific Rim. Its audit work includes services relevant to sponsors that need <a href="/auditors/401k">401(k) auditors</a> as part of their annual reporting and compliance process.</p> <p>Weinberg & Company’s service mix covers Assurance & Audit, Tax & Accounting, Private Client Services, Business Management, and Consulting. This combination is a fit for organizations that want audit and tax support from the same firm while operating in multiple regions.</p> <ul> <li>Assurance & Audit</li> <li>Tax & Accounting</li> <li>Private Client Services</li> <li>Business Management</li> <li>Consulting</li> </ul>
Website: https://weinbergcpas.com/
Founded: 1986
Office Locations
- Los Angeles, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $811.6M
- 401(k): 11 plans, $811.6M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| B. RILEY FINANCIAL, INC. 401(K) PROFIT SHARING PLAN | B. RILEY FINANCIAL, INC., CA | $290M | 1,336 |
| GLOBAL RETIREMENT SOLUTIONS 401(K) PLAN | CHIPTON-ROSS, INC., CA | $44M | 1,282 |
| BACKROADS, INC. 401(K) PROFIT SHARING PLAN | BACKROADS, INC., CA | $44M | 476 |
| DEWEY SERVICES, INC. RETIREMENT SAVINGS PLAN | DEWEY SERVICES, INC., CA | $22M | 435 |
| 401(K) PLAN | NEWGEN OPERATIONS MANAGEMENT LLC, CA | $19M | 7,226 |
| ASIAN PACIFIC HEALTH CARE VENTURE, INC. 401(K) PLAN | ASIAN PACIFIC HEALTH CARE VENTURE, INC., CA | $18M | 240 |
| ROCKPORT CLIENTS 401(K) PLAN AND TRUST | ROCKPORT ADMINISTRATIVE SERVICES, LLC, CA | $17M | 5,477 |
| ROCKPORT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | ROCKPORT ADMINISTRATIVE SERVICES, LLC, CA | $7M | 217 |