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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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