About Widmer Roel PC
Widmer Roel PC is a dedicated CPA and business advisory firm based in Fargo, ND, committed to helping clients achieve their financial goals. We offer a comprehensive suite of accounting services tailored for small businesses, non-profits, and agri-businesses. Our expert team provides essential services including tax preparation, strategic tax planning, audits, and specialized entrepreneurial and business consulting.
Website: https://wr.cpa/
Founded: 1986
Office Locations
- Fargo, ND
- Fargo, ND (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 19
- Total AUM Audited: $661.2M
- 401(k): 19 plans, $661.2M 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 |
|---|---|---|---|
| STATE BANKSHARES 401(K) PROFIT SHARING PLAN | STATE BANKSHARES, INC., ND | $319M | 1,878 |
| STATE BANKSHARES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | STATE BANKSHARES, INC., ND | $78M | 1,637 |
| PLUMBERS & STEAMFITTERS LOCAL NO. 300 PENSION PLAN | BOARD OF TRUSTEES, PLUMBERS & STEAMFITTERS LOCAL NO. 300, ND | $74M | 875 |
| MAGNUM, LTD. 401(K) PLAN | MAGNUM, LTD., ND | $43M | 1,715 |
| BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLAN | BANK FORWARD, ND | $43M | 194 |
| 401(k) Retirement Plan | Healthcare Sponsor, ND | $35M | 234 |
| 401(k) Retirement Plan | Manufacturing Sponsor, ND | $19M | 349 |
| 401(k) Retirement Plan | Professional Services Sponsor, ND | $19M | 953 |
| 401(k) Retirement Plan | Technology Sponsor, ND | $18M | 168 |
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