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 |
| MIRION TECHNOLOGIES 401(K) PLAN | MIRION TECHNOLOGIES, INC., GA | $201M | 1,329 |
| PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | PEDIATRIC SUBSPECIALTY FACULTY, INC., CA | $201M | 325 |
| TRI POINTE GROUP 401(K) PROFIT SHARING PLAN | TRI POINTE HOMES HOLDINGS, INC., CA | $191M | 1,642 |
| FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLAN | FARMERS & MERCHANTS BANK OF LONG BEACH, CA | $174M | 895 |
| CENTRALSQUARE TECHNOLOGIES 401(K) PLAN | CENTRALSQUARE TECHNOLOGIES, LLC, FL | $169M | 1,148 |
| LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION, CA | $149M | 408 |
| WILLDAN GROUP, INC 401(K) PLAN | WILLDAN GROUP, INC., CA | $149M | 1,757 |
| BELKIN INTERNATIONAL, INC. RETIREMENT PLAN | BELKIN INTERNATIONAL, INC., CA | $137M | 489 |
| SJSU RESEARCH FOUNDATION RETIREMENT PLAN | SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION, CA | $125M | 229 |
| AFFIRM, INC. 401(K) PLAN | AFFIRM, INC., CA | $122M | 1,670 |
| VIZIO, INC. 401(K) PLAN | VIZIO, INC., CA | $96M | 1,036 |
| EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN | EASTER SEALS SOUTHERN CALIFORNIA, INC., CA | $92M | 2,939 |
| IVC 401(K) PLAN | INTERNATIONAL VITAMIN CORPORATION, CA | $87M | 1,048 |
| PIPELINE HEALTH SYSTEM 401(K) PLAN | PIPELINE HEALTH SYSTEM HOLDINGS, LLC, CA | $76M | 1,779 |
| CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES | CALPORTLAND COMPANY, NV | $75M | 1,784 |
Showing top 20 of 154 plans serviced in 2025.