CJ CPAs

Employee Benefit Plan Auditor

San Antonio, TX

About CJ CPAs

<p>Construction companies and employee benefit plans are the two main audit areas at CJ CPAs.</p> <p>Founded in 2023, the firm is headquartered in San Antonio in the South Texas region, serving businesses across the San Antonio–New Braunfels metro and beyond. CJ CPAs handles financial statement audits for contractors and performs employee benefit plan audits for retirement plans that require an independent CPA review.</p> <p>For plan sponsors, CJ CPAs works as a specialized retirement plan auditor, with experience on employee benefit plan engagements where accuracy, documentation, and deadlines matter. The firm also uses technology in its audit process to keep fieldwork organized and move engagements along efficiently.</p> <p>What sets CJ CPAs apart is its focus on the construction industry alongside benefit plan audit work, which can help contractor sponsors coordinate business and plan reporting with one audit team.</p> <ul> <li>Employee benefit plan audits by a retirement plan audit team</li> <li>Contractor and construction company financial statement audits</li> <li>Support for plans that need <a href="/auditors/401k">401(k) auditors</a></li> <li>Technology-based audit workflow for document collection and testing</li> </ul>

Website: https://cjtxaudit.com/

Founded: 2023

Office Locations

  • San Antonio, TX (Headquarters)

Audit Statistics (2024)

  • Total Plans Audited: 82
  • Total AUM Audited: $1.1B
  • 401(k): 82 plans, $1.1B 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
USMMG 401(K) SAVINGS PLAN KC PIGGYBACK HOLDINGS, LLC, TN $40M 915
HUNTER INDUSTRIES HOLDING COMPANY, LTD. 401(K) SAVINGS PLAN HUNTER INDUSTRIES HOLDING COMPANY, LTD, TX $22M 633
SOLUTIONS SHARED SERVICES INC. 401K PLAN SOLUTIONS SHARED SERVICES INC., TX $22M 91
LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN LACALLE GROUP, LLC, TX $21M 150
DUKE AERIAL, INC. 401(K) PLAN DUKE AERIAL, INC., IA $17M 273
401(k) Retirement Plan Healthcare Sponsor, TX $15M 246
401(k) Retirement Plan Manufacturing Sponsor, TX $13M 200
401(k) Retirement Plan Professional Services Sponsor, TX $11M 161
401(k) Retirement Plan Technology Sponsor, NH $7M 172

🔒 Want to unlock and download CJ CPAs's client list?

Subscribe to Basic or Premium today to reveal and download all 85 client plans.

Subscribe Today
Are you with CJ CPAs? Claim your profile to unlock and display all 85 client plans serviced by your firm.

Other Employee Benefit Plan Auditors in TX