About BERNARD ROBINSON & COMPANY
<p>Audit and accounting work for retirement plans is part of what this CPA and advisory firm does for middle-market and privately held companies, nonprofits, small businesses, and government entities.</p> <p>Founded in 1947, the firm has grown to about 200 employees and provides audit support alongside other accounting and advisory services.</p> <p>Plan sponsors that need an independent financial statement audit can use the firm as one of their <a href="/auditors/401k">401(k) auditors</a>, with experience working across a range of organization types.</p> <ul> <li>Retirement plan audits as an independent auditor</li> <li>CPA and advisory services for private and middle-market companies</li> <li>Support for not-for-profit organizations</li> <li>Work with small businesses and government entities</li> </ul>
Website: https://www.brc.cpa/
Founded: 1947
Employees: 200
Audit Statistics (2024)
- Total Plans Audited: 95
- Total AUM Audited: $13.0B
- 401(k): 95 plans, $13.0B 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 |
|---|---|---|---|
| AMWINS GROUP, INC. 401(K) PLAN | AMWINS GROUP, INC., NC | $844M | 6,644 |
| HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLAN | HOFFMAN & HOFFMAN, INC., NC | $389M | 969 |
| PBFS RETIREMENT PLAN | PYE-BARKER FIRE & SAFETY, LLC, GA | $177M | 7,304 |
| BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP, NC | $155M | 183 |
| DAYCO DEFINED BENEFIT PENSION PLAN | DAYCO INCORPORATED, MI | $123M | 39 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $112M | 1,398 |
| Defined Benefit Plan | Manufacturing Sponsor, MI | $111M | 36 |
| 401(k) Retirement Plan | Professional Services Sponsor, NC | $109M | 477 |
| 401(k) Retirement Plan | Technology Sponsor, MI | $96M | 325 |
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