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) PLAN INTERCONTINENTAL TERMINALS COMPANY LLC, TX $92M 447
ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN ADC PHYSICIANS, P.A., TX $89M 109
A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN A PLUS FEDERAL CREDIT UNION, TX $46M 504
RETIREMENT PLAN FOR EMPLOYEES OF TEXAS STATE TEACHERS ASSOCIATION TEXAS STATE TEACHERS ASSOCIATION, TX $40M 49
TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN TRAVIS COUNTY MEDICAL SOCIETY, TX $21M 204
401(k) Retirement Plan Healthcare Sponsor, TX $21M 202
401(k) Retirement Plan Manufacturing Sponsor, TX $20M 593
401(k) Retirement Plan Professional Services Sponsor, TX $18M 171
401(k) Retirement Plan Technology Sponsor, DC $18M 130

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