Desroches Partners

Employee Benefit Plan Auditor

Houston, TX

About Desroches Partners

<p>Built around a dedicated assurance practice launched in 2013, Desroches Partners works with plan sponsors that need an experienced audit team alongside year-round tax and consulting support. The firm was founded in 2012 and is headquartered in Houston in the greater Gulf Coast region.</p> <p>Managing Partner and Audit Director Harvin Lawhon founded the firm’s Assurance Practice and brings more than 18 years of public accounting experience. Desroches Partners also handles Tax Planning &amp; Consulting and Estate &amp; Succession Planning for clients with complex needs.</p> <p>The team develops tax and business strategies for high-net-worth individuals and privately held businesses, including organizations with operations outside the U.S. Industry experience includes real estate, healthcare, and manufacturing.</p> <p>What sets Desroches Partners apart is the combination of audit leadership and tax planning under one roof, which can simplify coordination for businesses and retirement plan sponsors working with multiple advisors.</p> <ul> <li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax planning and tax consulting</li> <li>Estate and succession planning</li> <li>Experience with privately held businesses and high-net-worth individuals</li> <li>Industry background in real estate, healthcare, and manufacturing</li> </ul>

Website: https://dpllp.cpa/

Founded: 2012

Office Locations

  • Houston, TX (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 15
  • Total AUM Audited: $415.2M
  • 401(k): 15 plans, $415.2M 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
INNOSPEC 401(K) AND PROFIT SHARING PLANINNOSPEC, INC., CO$117M781
HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLANHOUSTON RADIOLOGY ASSOCIATED, TX$108M134
NEWPARK RESOURCES, INC. SAVINGS & INVESTMENT PLANNPK INTERNATIONAL INC., TX$45M597
INDUSTRIAL INFO RESOURCES, INC. EMPLOYEE SAVINGS PLANINDUSTRIAL INFO RESOURCES, INC., TX$35M239
WISENBAKER BUILDER SERVICES, INC.WISENBAKER BUILDER SERVICES, INC. 4, TX$20M1,061
GR BIRDWELL CONSTRUCTION, LP 401(K) PROFIT SHARING PLAN & TRUSTGR BIRDWELL CONSTRUCTION, LP, TX$19M153
OSHA BERGMAN WATANABE & BURTON 401(K) PLANOSHA BERGMAN WATANABE & BURTON LLP, TX$18M123
TOLUNAY-WONG ENGINEERS, INC. 401(K) PLANTOLUNAY-WONG ENGINEERS, INC., TX$13M335
HOTEL VALENCIA CORPORATION 401(K) PLANHOTEL VALENCIA CORPORATION, TX$9M571
JAMES EDWARD & COMPANIES, INC. 401(K) PLANJAMES EDWARD & COMPANIES, INC., TX$9M383
PV FLUID PRODUCTS, INC. 401(K) PLANPV FLUID PRODUCTS, INC., TX$9M154
KSW OILFIELD RENTAL, LLC 401(K) PLANKSW OILFIELD RENTAL, LLC, OK$4M63
REYTEC CONSTRUCTION RESOURCES INC. 401K PLANREYTEC CONSTRUCTION RESOURCES INC., TX$4M310
POWERTHERM CO INC 401(K) PROFIT SHARING PLAN & TRUSTPOWERTHERM CO INC, TX$4M165
UNIFY ENERGY SOLUTIONS, LLC 401(K) PLANUNIFY ENERGY SOLUTIONS, LLC, TX$4M119
THE BORING COMPANY 401(K) PROFIT SHARING PLAN AND TRUSTTHE BORING COMPANY, TX$4M476
NORTHSTAR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUSTNORTHSTAR COMMUNICATIONS, INC., AZ$2M122

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