Anderson & Reed LLP

Employee Benefit Plan Auditor

Roanoke, VA

About Anderson & Reed LLP

<p>Audit, accounting, and tax work are the core of this CPA practice founded in 1948. Anderson &amp; Reed LLP works with businesses and individuals in the Roanoke Valley and the wider Southwest Virginia region.</p> <p>Headquartered in Roanoke, Virginia, the firm’s office is located at 1515 Franklin Road SW. For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the team can support plan reporting needs alongside its broader accounting and tax services.</p> <p>What sets the firm apart is its long operating history in the Roanoke market, paired with a straightforward, local point of contact for ongoing work.</p> <p>To reach the firm, contact Martha K. Boone at 540-344-4333 or visit <a href="http://www.andersonreed.com/">http://www.andersonreed.com/</a>.</p> <ul> <li>CPA firm founded in 1948</li> <li>Audit, accounting, and tax services</li> <li>Head office: 1515 Franklin Road SW, Roanoke, VA</li> <li>Phone: 540-344-4333 (Martha K. Boone)</li> <li>Website: http://www.andersonreed.com/</li> </ul>

Website: http://www.andersonreed.com/

Founded: 1948

Office Locations

  • Roanoke, VA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 7
  • Total AUM Audited: $109.6M
  • 401(k): 7 plans, $109.6M 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).

PlanSponsorAssetsParticipants
LABORERS PENSION FUND BOARD OF TRUSTEES LABORERS PENSION FUND, VA $65M 1,214
TMA-ILA PENSION PLAN TAMPA MARITIME ASSOCIATION- INTERNATIONAL LONGSHOREMEN'S ASSOC, VA $38M 218
P1 TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLAN P1 TECHNOLOGIES, INC, VA $33M 274
SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN SOUTHERN REFRIGERATION CORPORATION, VA $31M 99
LABORERS DISTRICT COUNCIL OF VIRGINIA PENSION TRUST FUND JOINT BOARD OF TRUSTEES LDC OF VA PENSION TRUST FUND, VA $24M 116
401(k) Retirement Plan Healthcare Sponsor, VA $20M 337
401(k) Retirement Plan Manufacturing Sponsor, VA $15M 97
401(k) Retirement Plan Professional Services Sponsor, VA $13M 92
401(k) Retirement Plan Technology Sponsor, VA $9M 326

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