About Assurance Dimensions Inc.
<p>Audit and assurance work for employee benefit plans is a core part of this Tampa-based CPA practice. Founded in 2010, Assurance Dimensions Inc. handles plan audits alongside tax and consulting work for public and privately held businesses and nonprofit organizations.</p> <p>From its office in Tampa on Florida’s Gulf Coast, the firm works across the state, including the Tampa Bay area, Jacksonville, Orlando, and South Florida, and also takes on engagements nationwide. The team performs remote audits when that fits the plan sponsor’s process and timeline.</p> <p>Managing Partner Matthew McNamara leads the firm. He is a licensed Certified Public Accountant (CPA) and Certified Information Systems Auditor (CISA) with more than 20 years of experience. Clients looking for a responsive audit partner often start with his office.</p> <p>What sets the firm apart is the mix of traditional financial audit work with information-systems audit credentials, which can be useful for plans with more complex reporting and controls.</p> <ul> <li>Employee benefit plan audits (see <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Audit and assurance services</li> <li>Tax services</li> <li>Consulting for businesses and nonprofit organizations</li> <li>Remote audit options for plans and organizations</li> </ul>
Website: https://assurancedimensions.com/
Founded: 2010
Office Locations
- Tampa, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 286
- Total AUM Audited: $8.9B
- 401(k): 286 plans, $8.9B 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 |
|---|---|---|---|
| CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | CROWLEY HOLDINGS INC., FL | $411M | 1,548 |
| INFINEUM SAVINGS PLAN | INFINEUM USA INC., NJ | $386M | 525 |
| SUMMIT COMPANIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SUMMIT COMPANIES HOLDINGS, INC., FL | $382M | 314 |
| PGA TOUR EMPLOYEES RETIREMENT PLAN | PGA TOUR, INC., FL | $339M | 1,126 |
| PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | CARLTON FIELDS, P.A., FL | $316M | 666 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $291M | 2,909 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $271M | 761 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $213M | 346 |
| 401(k) Retirement Plan | Technology Sponsor, MD | $196M | 1,554 |
🔒 Want to unlock and download Assurance Dimensions Inc.'s client list?
Subscribe to Basic or Premium today to reveal and download all 318 client plans.
Subscribe Today