Widmer Roel PC

Employee Benefit Plan Auditor

Fargo, ND

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 (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).

PlanSponsorAssetsParticipants
STATE BANKSHARES 401(K) PROFIT SHARING PLANSTATE BANKSHARES, INC., ND$319M1,878
STATE BANKSHARES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTSTATE BANKSHARES, INC., ND$78M1,637
PLUMBERS & STEAMFITTERS LOCAL NO. 300 PENSION PLANBOARD OF TRUSTEES, PLUMBERS & STEAMFITTERS LOCAL NO. 300, ND$74M875
MAGNUM, LTD. 401(K) PLANMAGNUM, LTD., ND$43M1,715
BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLANBANK FORWARD, ND$43M194
BANK FORWARD 401K PLAN AND TRUSTBANK FORWARD, ND$35M234
GOLDMARK PROPERTY MANAGEMENT 401(K) PLANGOLDMARK PROPERTY MANAGEMENT, INC., ND$19M349
BISMARCK MANDAN CARPENTERS LOCAL 1091 TAX DEFERRALBOARD OF TRUSTEES OF BISMARCK-MANDAN CARPENTERS LOCAL 1091 TAX DEFERRA, ND$19M953
CO-OP 401(K) PLANCENDAK COOPERATIVE, ND$18M168
WEISGRAM METAL FAB, INC. 401(K) PLANWEISGRAM METAL FAB, INC., ND$18M196
GPK PRODUCTS, INC. CASH OR DEFERRED PROFIT SHARING TRUSTGPK PRODUCTS, INC., ND$16M139
WESTERN PRODUCTS, INC. 401(K) PLANWESTERN PRODUCTS, INC., ND$13M197
MIDLAND GARAGE DOOR MANUFACTURING COMPANY 401(K) PLANMIDLAND HOLDING CO LLC, ND$13M272
MIDLAND GARAGE DOOR MANUFACTURING COMPANY 401(K) PLANMIDLAND GARAGE DOOR MANUFACTURING COMPANY, ND$12M279
COLE PAPERS, INC. 401(K) PLANCOLE PAPERS, INC., ND$11M215
403(B) THRIFT PLAN FOR SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCYSOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY, ND$11M140
NESET CONSULTING SERVICE INC. 401(K) PROFIT SHARING PLANNESET CONSULTING SERVICE INC., ND$10M199
CO-OP 401(K) PLANLAKES AREA COOPERATIVE, MN$8M170
PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLANPREFERENCE EMPLOYMENT SOLUTIONS PEO, ND$8M213
O'DAY MANAGEMENT, INC. 401(K) PROFIT SHARING PLANO'DAY MANAGEMENT, INC., ND$6M113

Showing top 20 of 21 plans serviced in 2024.

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