William Vaughan Company

Employee Benefit Plan Auditor

Maumee, OH

About William Vaughan Company

<p>Founded in 1986, William Vaughan Company works with businesses and individuals on accounting and tax matters from Maumee, Ohio in the Toledo metro area.</p> <p>The firm focuses on business and tax planning, with an emphasis on practical steps that can improve efficiency and reduce tax liabilities. William Vaughan Company also provides broader professional services that support day-to-day financial reporting and long-term planning.</p> <p>Organizations looking for help tied to retirement plans may also want to compare options across other <a href="/retirement-plans">retirement plan providers</a> and related specialists.</p> <p>What sets the firm apart is its mix of strategic planning work and hands-on tax guidance delivered by a long-established local practice.</p> <ul> <li>Accounting and professional services for businesses and individuals</li> <li>Strategic business planning</li> <li>Tax planning focused on reducing liabilities</li> <li>Based in Maumee, serving the greater Toledo area</li> </ul>

Website: https://wvco.com/

Founded: 1986

Office Locations

  • Maumee, OH (Headquarters)
  • Maumee, OH

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 48
  • Total AUM Audited: $2.3B
  • 401(k): 48 plans, $2.3B 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
FANUC AMERICA CORPORATION SAVINGS PLANFANUC AMERICA CORPORATION, MI$453M1,638
FANUC ROBOTICS AMERICA RETIREMENT PLANFANUC AMERICA CORPORATION, MI$285M277
DAWN FOODS RETIREMENT SAVINGS PLANDAWN FOODS, INC., MI$225M1,589
HYLANT GROUP, INC. 401(K) PLANHYLANT GROUP, INC., OH$174M1,026
NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIPNORTH STAR BLUESCOPE STEEL LLC, OH$162M608
HARBOR CAPITAL ADVISORS, INC. 401(K) PLANHARBOR CAPITAL ADVISORS, INC., IL$96M236
SPARTAN CHEMICAL COMPANY, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLANSPARTAN CHEMICAL COMPANY, INC., OH$63M326
NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLANNATIONAL LIME & STONE COMPANY, OH$53M393
KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUSTKAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP, MI$41M222
CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLANCORA HEALTH SERVICES, INC., OH$36M1,714
CONCEPT REHAB, INC. 401(K) PLANCONCEPT REHAB, INC., OH$32M577
E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUSTE.S. WAGNER COMPANY, OH$24M223
SURFACE COMBUSTION, INC. PROFIT SHARING/401(K) PLANSURFACE COMBUSTION, INC., OH$21M85
ARROW TRU-LINE, INC. 401(K) PROFIT SHARING PLAN AND TRUSTARROW TRU-LINE, INC., OH$21M213
THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUSTWMOG, INC., OH$19M122
TRONAIR, INC. 401(K) RETIREMENT PLANTRONAIR, INC., OH$19M337
THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTWMOG, INC., OH$19M131
THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUSTDYNAMIC DIES, INC., OH$18M150
BOHL COMPANIES 401(K) RETIREMENT PLANBOHL COMPANIES, OH$16M165
POWERS AND SONS, LLC 401(K) PLANPOWERS AND SONS, LLC, OH$16M222

Showing top 20 of 42 plans serviced in 2024.

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