Atchley & Associates LLP

Employee Benefit Plan Auditor

Austin, TX

About Atchley & Associates LLP

<p>Audit and accounting work is the core of this Austin-based CPA firm, with experience across both public- and private-sector organizations. Founded in 1999, Atchley &amp; Associates LLP operates from Austin in the Central Texas region and handles attest services alongside tax and accounting support.</p> <p>The firm’s practice includes retirement plan audit work as part of its attestation services, aligning it with other <a href="/auditors/401k">401(k) auditors</a> and <a href="/retirement-plans">retirement plan providers</a> that support plan sponsors with required reporting. Beyond audits, the team also takes on business consulting and political campaign reporting.</p> <p>Atchley &amp; Associates LLP is a BBB Accredited Business with an A+ rating and is a certified B Corporation. One point that sets the firm apart is the combination of traditional CPA services with specialized political campaign reporting under the same roof.</p> <ul> <li>Founded in 1999</li> <li>Based in Austin, serving the Central Texas area</li> <li>Services include attestation, tax, accounting, and business consulting</li> <li>Also handles political campaign reporting</li> <li>BBB Accredited Business (A+ rating) and certified B Corporation</li> </ul>

Website: https://atchleycpas.com/

Founded: 1999

Office Locations

  • Austin, TX

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 19
  • Total AUM Audited: $378.0M
  • 401(k): 19 plans, $378.0M AUM

Plans Serviced (2024)

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
INTERCONTINENTAL TERMINALS COMPANY LLC 401(K) PLANINTERCONTINENTAL TERMINALS COMPANY LLC, TX$92M447
ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLANADC PHYSICIANS, P.A., TX$89M109
A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLANA PLUS FEDERAL CREDIT UNION, TX$46M504
TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLANTRAVIS COUNTY MEDICAL SOCIETY, TX$21M204
FRONTIER BANCSHARES, INC. 401(K) PLANFRONTIER BANCSHARES, INC., TX$21M202
VITAL FARMS INC. 401(K) PROFIT SHARING PLANVITAL FARMS INC., TX$20M593
HART INTERCIVIC, INC. 401 (K) PLANHART INTERCIVIC, INC., TX$18M171
REPUBLICAN NATIONAL COMMITTEE 401(K) PLANREPUBLICAN NATIONAL COMMITTEE, DC$18M130
403(B) THRIFT PLAN FOR EMPLOYEES OF SAN ANTONIO FOOD BANKSAN ANTONIO FOOD BANK, TX$16M277
MKS2, LLC RETIREMENT PLANMKS2, LLC, TX$8M719
CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLANCAPSTONE REAL ESTATE SERVICES, INC., TX$7M328
BALCONES RESOURCES, INC. 401(K) PLANBALCONES RESOURCES, INC., TX$5M226
HELPING HAND HOME FOR CHILDREN, INC. 401(K) PROFIT SHARING PLANHELPING HAND HOME FOR CHILDREN, INC., TX$4M110
NEW WATERLOO 401(K) PLAN6H MANAGEMENT LLC, TX$4M635
POWERHOUSE ELECTRICAL SERVICES, INC. 401(K) PLANPOWERHOUSE ELECTRICAL SERVICES, INC., TX$3M208
QII 401(K) PLANQUALITY INNOVATION, INC., TX$3M74
THE MAGELLAN INTERNATIONAL SCHOOL RETIREMENT PLANTHE MAGELLAN INTERNATIONAL SCHOOL OF AUSTIN, TX$2M133
MKS2, LLC SCA SAVINGS PLANMKS2, LLC, TX$431,340466

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