# Weinberg & Company, P.A.
Source: https://planprovider.pro/provider/weinberg-and-company-pa

> Founded in 1986, Weinberg & Company, P.A. is a full-service CPA firm headquartered in Los Angeles, serving the greater Southern California market. The fi…

Employee Benefit Plan Auditor

Los Angeles, CA

## About Weinberg & Company, P.A.

<p>Founded in 1986, Weinberg &amp; 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 &amp; Company’s service mix covers Assurance &amp; Audit, Tax &amp; 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 &amp; Audit</li>
<li>Tax &amp; Accounting</li>
<li>Private Client Services</li>
<li>Business Management</li>
<li>Consulting</li>
</ul>

Website: [https://weinbergcpas.com/](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|

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