About Zelenkofske Axelrod LLC
<p>From its roots in Pennsylvania’s public-sector and nonprofit audit work, Zelenkofske Axelrod LLC (ZA) has built a regional CPA practice that includes retirement plan audit support. Founded in 1999, the firm has about 90 employees and is based in Jamison in the Philadelphia metro area.</p> <p>ZA provides audit, accounting, consulting, business advisory, and tax services. The firm works heavily with governmental entities and not-for-profit organizations across Pennsylvania, with offices in the Harrisburg area, Metropolitan Philadelphia, Pittsburgh, and the Lehigh Valley.</p> <p>A key differentiator is the depth of partner and principal experience from Big 4 firms, which shapes the firm’s audit approach and technical resources. For organizations looking for a local audit team with regional coverage, ZA is also listed among <a href="/retirement-plans">retirement plan providers</a> and works alongside other <a href="/auditors/401k">401(k) auditors</a> when plan audits are required.</p> <ul> <li>Type: auditor (CPA firm)</li> <li>Founded: 1999</li> <li>Team size: 90 employees</li> <li>Offices across Pennsylvania: Harrisburg area, Philadelphia metro, Pittsburgh, and Lehigh Valley</li> <li>Contact: Jeff Weiss, 215-918-2277, <a href="http://zallc.org/">zallc.org</a></li> </ul>
Website: http://zallc.org/
Founded: 1999
Employees: 90
Office Locations
- Jamison, PA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $965.1M
- 401(k): 6 plans, $965.1M AUM
Plans Serviced (2024)
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 |
|---|---|---|---|
| LEHIGH UNIVERSITY RETIREMENT PLAN | LEHIGH UNIVERSITY, PA | $902M | 2,958 |
| SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | SOUTHWESTERN PA HUMAN SERVICES, INC., PA | $23M | 504 |
| BEACON LIGHT BEHAVIORAL HEALTH SYSTEMS RETIREMENT PLAN | CHILDREN'S HOME OF BRADFORD, PA, PA | $16M | 492 |
| STAIRWAYS 403(B) PLAN | STAIRWAYS BEHAVIORAL HEALTH, PA | $16M | 233 |
| THE GUIDANCE CENTER 401(K) PLAN | THE GUIDANCE CENTER, PA | $15M | 145 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $10M | 302 |
| 403(b) Retirement Plan | Manufacturing Sponsor, PA | $8M | 242 |
| 403(b) Retirement Plan | Professional Services Sponsor, PA | $8M | 215 |
| 401(k) Retirement Plan | Technology Sponsor, NJ | $8M | 202 |
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