About Daniel, Ratliff & Company
<p>Founded in 1977, Daniel, Ratliff & Company works with organizations across the Charlotte metro area from its headquarters in Charlotte, North Carolina.</p> <p>Based at 3800 Arco Corporate Drive, Suite 500, Charlotte, NC 28273, the firm handles audit services as part of its broader public accounting work. It also provides tax services, accounting and business services, and business development support for companies that want clear reporting and practical advice.</p> <p>Matthew P. Miller is a key contact for the firm. Daniel, Ratliff & Company also notes a workplace culture that respects personal and professional goals, which can matter to clients who want continuity with the people doing their work.</p> <p>To reach the office, call 704-371-5000.</p> <ul> <li>Audit services (including work as <a href="/auditors/401k">401(k) auditors</a> when applicable)</li> <li>Tax services</li> <li>Accounting and business services</li> <li>Business development</li> </ul>
Website: https://danielratliff.com/
Founded: 1977
Office Locations
- Charlotte, NC (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 1
- Total AUM Audited: $1.5M
- 401(k): 1 plans, $1.5M 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 |
|---|---|---|---|
| AGDATA, L.P. 401(K) PLAN | AGDATA, L.P., NC | $23M | 191 |
| PRICE BROTHERS, INC RETIREMENT PLAN | PRICE BROTHERS, INC, NC | $19M | 213 |
| SIMPSON ELECTRIC COMPANY PROFIT SHARING PLAN | SIMPSON ELECTRIC COMPANY, SC | $5M | 92 |
| TEN OAKS, LLC 401(K) PLAN | TEN OAKS, LLC, VA | $3M | 196 |
| NATIONAL FLEET MANAGEMENT,INC. 401(K) AND PROFIT SHARING | NATIONAL FLEET MANAGEMENT, INC., NC | $2M | 94 |