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) PLANPACIFIC DENTAL SERVICES, LLC, CA$565M14,564
DSV 401(K) PLANDSV AIR & SEA, INC, NJ$392M6,860
ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANSATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION, CA$260M389
CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEESCALPORTLAND COMPANY, NV$255M819
APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLANAPPLIED MEDICAL RESOURCES CORP., CA$227M3,683
MIRION TECHNOLOGIES 401(K) PLANMIRION TECHNOLOGIES, INC., GA$201M1,329
PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLANPEDIATRIC SUBSPECIALTY FACULTY, INC., CA$201M325
TRI POINTE GROUP 401(K) PROFIT SHARING PLANTRI POINTE HOMES HOLDINGS, INC., CA$191M1,642
FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLANFARMERS & MERCHANTS BANK OF LONG BEACH, CA$174M895
CENTRALSQUARE TECHNOLOGIES 401(K) PLANCENTRALSQUARE TECHNOLOGIES, LLC, FL$169M1,148
LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLANLUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION, CA$149M408
WILLDAN GROUP, INC 401(K) PLANWILLDAN GROUP, INC., CA$149M1,757
BELKIN INTERNATIONAL, INC. RETIREMENT PLANBELKIN INTERNATIONAL, INC., CA$137M489
SJSU RESEARCH FOUNDATION RETIREMENT PLANSAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION, CA$125M229
AFFIRM, INC. 401(K) PLANAFFIRM, INC., CA$122M1,670
VIZIO, INC. 401(K) PLANVIZIO, INC., CA$96M1,036
EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLANEASTER SEALS SOUTHERN CALIFORNIA, INC., CA$92M2,939
IVC 401(K) PLANINTERNATIONAL VITAMIN CORPORATION, CA$87M1,048
PIPELINE HEALTH SYSTEM 401(K) PLANPIPELINE HEALTH SYSTEM HOLDINGS, LLC, CA$76M1,779
CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEESCALPORTLAND COMPANY, NV$75M1,784

Showing top 20 of 154 plans serviced in 2025.

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