About Alexander & Williams LLC
<p>Audit and accounting work for retirement plans is a core part of what Alexander & Williams LLC does as a CPA firm. Founded in 2014, the firm works with businesses and individuals that need clear financial reporting, tax help, and day-to-day accounting support.</p> <p>Based in Dallas in the Dallas–Fort Worth metro area, Alexander & Williams LLC handles audit services along with tax planning, bookkeeping, and related consulting. James Williams leads the firm.</p> <p>Plan sponsors and business owners can reach the office at 5050 Quorum Dr., Suite 700, Dallas, TX 75254, call 469-987-5000, or visit <a href="https://aw-cpa.com/">https://aw-cpa.com/</a>. What sets the firm apart is that you can work directly with a local CPA team that combines audit and tax services under one roof.</p> <ul> <li>CPA firm offering audit services, including work as <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax planning and tax preparation</li> <li>Bookkeeping and accounting support</li> <li>Consulting for businesses and individuals</li> </ul>
Website: https://aw-cpa.com/
Founded: 2014
Office Locations
- Dallas, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 44
- Total AUM Audited: $327.8M
- 401(k): 44 plans, $327.8M 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 |
|---|---|---|---|
| WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST | WIEDNER & MCAULIFFE, LTD., IL | $31M | 134 |
| SEQUOIA HOLDINGS LLC 401(K) PROFIT SHARING PLAN | SEQUOIA HOLDINGS LLC, VA | $26M | 212 |
| TEAMSTERS LOCAL UNION NO. 120 MONEY PURCHASE PENSION PLAN | AVR, LLC, MN | $22M | 98 |
| DALLAS PLASTIC SURGERY INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | DALLAS PLASTIC SURGERY INSTITUTE, INC., TX | $19M | 121 |
| HOPPER 401(K) PLAN | HOPPER (USA), INC., MA | $18M | 242 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $16M | 114 |
| 401(k) Retirement Plan | Manufacturing Sponsor, VA | $15M | 104 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $15M | 156 |
| 401(k) Retirement Plan | Technology Sponsor, MA | $12M | 166 |
🔒 Want to unlock and download Alexander & Williams LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 55 client plans.
Subscribe Today