About AC CPA PLLC
<p>ERISA plan audits are a dedicated niche at this Charlotte-based CPA firm, with work that includes <a href="/auditors/401k">401(k) audits</a> for employer-sponsored retirement plans. AC CPA PLLC works with companies that want an audit process that stays clear and practical without added cost or unnecessary steps.</p> <p>From its office in Charlotte in the greater Charlotte metro area, the firm supports plan sponsors that need help meeting annual audit requirements tied to their retirement plans. The team also answers plan audit questions throughout the year, so plan administrators can address issues as they come up rather than waiting for audit season.</p> <p>AC CPA PLLC’s differentiator is its narrow focus on ERISA employee benefit plan audits, paired with an emphasis on keeping the audit process cost-effective while maintaining a careful, detail-oriented approach.</p> <ul> <li>ERISA employee benefit plan audits</li> <li><a href="/auditors/401k">401(k) plan audits</a></li> <li>Audit support for retirement plan compliance</li> <li>Year-round guidance on plan audit questions</li> </ul>
Website: https://www.acauditcpa.com/
Office Locations
- Charlotte, NC
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 28
- Total AUM Audited: $332.9M
- 401(k): 28 plans, $332.9M 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 |
|---|---|---|---|
| RALEIGH RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | RALEIGH RADIOLOGY ASSOCIATES, INC., NC | $71M | 219 |
| DYSTAR LP 401(K) PROFIT SHARING PLAN & TRUST | DYSTAR LP, NC | $38M | 222 |
| UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC 401(K) PLAN | UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC, NC | $30M | 116 |
| SATO AMERICA, LLC 401(K) PLAN | SATO AMERICA, LLC, NC | $28M | 239 |
| WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | WILLIAM PEACE UNIVERSITY, NC | $23M | 136 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $22M | 222 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NC | $13M | 225 |
| 401(k) Retirement Plan | Professional Services Sponsor, NC | $12M | 82 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $12M | 76 |
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