About YEO & YEO, P.C.
<p>Founded in 1923, YEO & YEO, P.C. is an accounting firm that works with businesses on audit, tax, and consulting services.</p> <p>For retirement plan sponsors, the firm provides audit support as part of its broader public accounting work and can coordinate audit and tax needs under one roof.</p> <p>YEO & YEO, P.C. is a long-established firm, which can be helpful for organizations that want a provider with deep experience across standard accounting and assurance work.</p> <ul> <li>Retirement plan audit services</li> <li>Tax services</li> <li>Financial statement audit and assurance</li> <li>Business consulting</li> <li>Works alongside other <a href="/retirement-plans">retirement plan providers</a> as needed</li> </ul>
Website: https://www.yeoandyeo.com/
Founded: 1923
Audit Statistics (2024)
- Total Plans Audited: 96
- Total AUM Audited: $1.8B
- 401(k): 96 plans, $1.8B 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).
Showing top 20 of 90 plans serviced in 2025.