Windes, Inc.

Employee Benefit Plan Auditor

Long Beach, CA

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).

PlanSponsorAssetsParticipants
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

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