Aprio LLP

Employee Benefit Plan Auditor

Matthews, NC

About Aprio LLP

<p>Audit and accounting work is at the core of Aprio LLP, a business advisory firm that has operated since 1952. The firm has about 540 employees and works with clients across the U.S. and in more than 50 countries.</p> <p>Headquartered in Matthews, North Carolina in the Charlotte metro area, Aprio’s audit practice supports organizations that need clear financial reporting and risk-focused reviews. The firm also provides tax and wealth management services alongside its audit work.</p> <p>Aprio works with a mix of industries, including construction, dental practices, and private equity. The Matthews team includes audit professionals such as Charity Estelle Monk.</p> <p>What sets Aprio apart is its combination of audit capability with broader advisory resources under one firm, which can help clients coordinate audit, tax, and planning work.</p> <ul> <li>Audits for retirement plans and businesses (see <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Tax services</li> <li>Wealth management</li> <li>Industry experience in construction, dental, and private equity</li> </ul>

Website: https://www.aprio.com/locations/charlotte-nc/

Founded: 1952

Employees: 540

Office Locations

  • Matthews, NC (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 365
  • Total AUM Audited: $15.9B
  • 401(k): 365 plans, $15.9B 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
AMENTUM 401(K) RETIREMENT PLAN AMENTUM SERVICES, INC., VA $2.5B 30,412
CLARK GROUP RETIREMENT PLAN CLARK CONSTRUCTION GROUP LLC, MD $1.0B 2,919
SERCO INC. 401(K) RETIREMENT PLAN SERCO INC., VA $744M 7,147
RANDSTAD NORTH AMERICA 401(K) PLAN RANDSTAD NORTH AMERICA, GA $674M 84,248
THE CNA CORPORATION RETIREMENT PLAN THE CNA CORPORATION, VA $601M 802
401(k) Retirement Plan Healthcare Sponsor, VA $447M 1,267
401(k) Retirement Plan Manufacturing Sponsor, VA $428M 2,052
401(k) Retirement Plan Professional Services Sponsor, FL $380M 17,534
401(k) Retirement Plan Technology Sponsor, VA $369M 3,774

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