About Windes, Inc.
<p>Founded in 1926 by William Norment Windes, Windes, Inc. is a CPA and accounting firm with deep roots in Southern California.</p> <p>Headquartered in Long Beach in the Los Angeles–Orange County region, the firm also has offices in Irvine and Los Angeles. Windes has 30 partners and more than 250 professionals working with privately held businesses, nonprofit organizations, and high-net-worth individuals.</p> <p>Windes handles audit and assurance work, including employee benefit plan audits for organizations that need <a href="/auditors/401k">401(k) auditors</a>. The firm also provides tax planning and consulting, advisory services, client accounting services, and risk management and cybersecurity support.</p> <p>What sets Windes apart is its combination of long operating history and a multi-office Southern California footprint, which makes it a practical option for organizations that want local access across the region.</p> <ul> <li>Audit and assurance services</li> <li>Employee benefit plan audits (including 401(k) plans)</li> <li>Tax planning and consulting</li> <li>Advisory and client accounting services</li> <li>Risk management and cybersecurity services</li> </ul>
Website: https://windes.com/
Founded: 1926
Office Locations
- Long Beach, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 158
- Total AUM Audited: $6.0B
- 401(k): 158 plans, $6.0B 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 |
|---|---|---|---|
| PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | PACIFIC DENTAL SERVICES, LLC, CA | $565M | 14,564 |
| DSV 401(K) PLAN | DSV AIR & SEA, INC, NJ | $392M | 6,860 |
| ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION, CA | $260M | 389 |
| CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | CALPORTLAND COMPANY, NV | $255M | 819 |
| APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | APPLIED MEDICAL RESOURCES CORP., CA | $227M | 3,683 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $201M | 1,329 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $201M | 325 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $191M | 1,642 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $174M | 895 |
🔒 Want to unlock and download Windes, Inc.'s client list?
Subscribe to Basic or Premium today to reveal and download all 157 client plans.
Subscribe Today