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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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