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 (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
USMMG 401(K) SAVINGS PLAN KC PIGGYBACK HOLDINGS, LLC, TN $40M 915
SOLUTIONS SHARED SERVICES INC. 401K PLAN SOLUTIONS SHARED SERVICES INC., TX $22M 91
ORION PACIFIC HOLDINGS CORP. 401(K) PLAN ORION PACIFIC, INC., TX $13M 200
BOOTHBY THERAPY SERVICES 401(K) PLAN BOOTHBY THERAPY SERVICES, NH $7M 172
DENSITY 401(K) PLAN DENSITY, INC., NY $6M 59
401(k) Retirement Plan Technology Sponsor — —
403(b) Retirement Plan Healthcare Sponsor — —
Defined Benefit Plan Manufacturing Sponsor — —
ESOP Plan Professional Services Sponsor — —

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