About West, Rhode & Roberts
West Rhode & Roberts (WRR) is a leading San Diego CPA firm specializing in expert audit, tax, and advisory services. Since 1997, WRR has built a reputation for integrity and client-focused solutions, primarily serving nonprofit organizations, private schools, and family-owned businesses.
Website: https://www.wrr-cpa.com/
Founded: 1986
Office Locations
- San Deigo, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $230.9M
- 401(k): 7 plans, $230.9M 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 |
|---|---|---|---|
| THE BISHOP'S SCHOOL 403(B) PLAN | THE BISHOP'S SCHOOL, CA | $79M | 270 |
| CALIFORNIA WESTERN SCHOOL OF LAW DEFINED CONTRIBUTION RETIREMENT PLAN | CALIFORNIA WESTERN SCHOOL OF LAW, CA | $72M | 110 |
| FRANCIS PARKER SCHOOL 403(B) PLAN | FRANCIS PARKER SCHOOL, CA | $54M | 282 |
| STANLEY G. ALEXANDER, INC. 401(K) PLAN | STANLEY G. ALEXANDER, INC., CA | $19M | 274 |
| KEYS SCHOOL DC PLAN | KEYS FAMILY DAY SCHOOL, CA | $19M | 78 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $16M | 160 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $15M | 240 |
| 403(b) Retirement Plan | Professional Services Sponsor, CA | $10M | 189 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $6M | 150 |
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