Zelenkofske Axelrod LLC

Employee Benefit Plan Auditor

Jamison, PA

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).

PlanSponsorAssetsParticipants
LEHIGH UNIVERSITY RETIREMENT PLANLEHIGH UNIVERSITY, PA$902M2,958
SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLANSOUTHWESTERN PA HUMAN SERVICES, INC., PA$23M504
BEACON LIGHT BEHAVIORAL HEALTH SYSTEMS RETIREMENT PLANCHILDREN'S HOME OF BRADFORD, PA, PA$16M492
THE GUIDANCE CENTER 401(K) PLANTHE GUIDANCE CENTER, PA$15M145
SOUTHERN NEW JERSEY PERINATAL COOPERATIVE 401(K) PROFIT SHARING PLANSOUTHERN NEW JERSEY PERINATAL COOPERATIVE, NJ$8M202
THE GUIDANCE CENTER TAX SHELTERED ANNUITY PLANTHE GUIDANCE CENTER, PA$7M160
IMPACT SERVICES 401(K) PLANIMPACT SERVICES CORP., PA$2M171

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