About AGL CPA Group LLC
<p>Founded in 2006, AGL CPA Group LLC is a CPA firm that handles audit, tax, and attestation work for both individuals and businesses, including organizations from start-ups to large established enterprises.</p> <p>Based in Milton in the north Atlanta metro area, the firm works with clients across the U.S. Its engagements include consulting services along with tax and attestation projects, with an emphasis on clear deliverables and practical guidance that matches the client’s size and needs.</p> <p>Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> can consider AGL CPA Group for plan-related assurance and reporting support, alongside other <a href="/retirement-plans">retirement plan providers</a> involved in compliance and filings.</p> <ul> <li>Founded in 2006</li> <li>Audit, tax, and attestation services</li> <li>Consulting engagements for individuals and businesses</li> <li>Works with organizations from start-ups to large enterprises</li> <li>Based in Milton (north Atlanta metro area) with nationwide reach</li> </ul>
Website: https://www.aglpc.com/
Founded: 2006
Office Locations
- Milton, GA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 3
- Total AUM Audited: $19.2M
- 401(k): 3 plans, $19.2M 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 |
|---|---|---|---|
| GYPSUM MANAGEMENT AND SUPPLY, INC. 401(K) SAVINGS PLAN | GYPSUM MANAGEMENT AND SUPPLY INC, GA | $310M | 6,021 |
| SALESLOFT 401(K) PLAN | SALESLOFT, INC., GA | $59M | 642 |
| SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | SECRETARIAT ADVISORS LLC, GA | $37M | 363 |
| ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ANGEL OAK COMPANIES, GA | $28M | 266 |
| ESQUIRE DEPOSITION SOLUTIONS, LLC 401(K) PLAN | ESQUIRE DEPOSITION SOLUTIONS, LLC, GA | $20M | 634 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $12M | 486 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $11M | 26 |
| 401(k) Retirement Plan | Professional Services Sponsor, GA | $10M | 168 |
| 401(k) Retirement Plan | Technology Sponsor, GA | $8M | 363 |
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