About Whisman, Giordano & Associates, LLC
Whisman, Giordano & Associates, LLC is a trusted Certified Public Accountant (CPA) firm offering comprehensive audit, tax, and accounting solutions. Proudly serving clients in Delaware, southeastern Pennsylvania, and the Eastern Shore of Maryland, Whisman Giordano stands out for its smart, forward-thinking tax planning and business advisory expertise.
Website: https://www.whismangiordano.com/
Founded: 1986
Employees: 28
Office Locations
- Newark, DE (Headquarters)
- Newark, DE
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 15
- Total AUM Audited: $424.3M
- 401(k): 15 plans, $424.3M 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 |
|---|---|---|---|
| CHRISTIANA CARE 403(B) PLAN | CHRISTIANA CARE HEALTH SERVICES INC, DE | $1.9B | 14,679 |
| CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN | CHRISTIANA CARE HEALTH SERVICES, INC., DE | $299M | 10,191 |
| PLUMBERS & PIPEFITTERS LOCAL UNION NO. 74 PENSION FUND | BD OF TTEE OF PLUM & PIPE LU NO 74 PIPEFITTERS LU NO. 74 PENSION FUND, PA | $184M | 481 |
| PLUMBERS & PIPEFITTERS LU NO. 74 ANNUITY FUND | BD OF TTE OF PLUM & PIPE LU NO. 74 PIPEFITTERS LU NO. 74 ANNUITY FUND, DE | $99M | 986 |
| KLINE & SPECTER, P.C. 401(K) PROFIT SHARING PLAN | KLINE & SPECTER, P.C., PA | $32M | 229 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $18M | 529 |
| 401(k) Retirement Plan | Manufacturing Sponsor, DE | $13M | 167 |
| 401(k) Retirement Plan | Professional Services Sponsor, DE | $11M | 125 |
| 401(k) Retirement Plan | Technology Sponsor, DE | $10M | 195 |
🔒 Want to unlock and download Whisman, Giordano & Associates, LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 18 client plans.
Subscribe Today
Are you with Whisman, Giordano & Associates, LLC?
Claim your profile
to unlock and display all 18 client plans serviced by your firm.