Assurance Dimensions Inc.

Employee Benefit Plan Auditor

Tampa, FL

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).

PlanSponsorAssetsParticipants
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

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