About EC Barrett, LLC
<p>Operating as a boutique CPA firm in Atlanta since 1981, EC Barrett, LLC works with employers across the Atlanta metro and also supports clients outside the region. The firm handles audit and tax projects for organizations that need clear financial reporting and practical follow-through.</p> <p>On the audit side, EC Barrett, LLC performs financial statement audits and employee benefit plan audits, including work that aligns with organizations looking for <a href="/auditors/401k">401(k) auditors</a>. These services can be a fit for plan sponsors that want benefit plan audit work coordinated with their broader accounting needs.</p> <p>Tax services include business and individual return preparation, estate planning support, and representation before the IRS. Richard Wright is the listed contact for the firm.</p> <p>EC Barrett, LLC stands out for keeping a small-firm structure while taking on the audit and tax responsibilities many companies associate with larger CPA practices.</p> <ul> <li>Employee benefit plan audits</li> <li>Financial statement audits</li> <li>Business and individual tax preparation</li> <li>Estate planning support</li> <li>IRS representation</li> </ul>
Website: https://www.ecbllc.com/
Founded: 1981
Office Locations
- Atlanta, GA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $91.3M
- 401(k): 7 plans, $91.3M 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 |
|---|---|---|---|
| ALTIUM PACKAGING 401(K) PLAN | ALTIUM PACKAGING LP, GA | $160M | 3,342 |
| ALTIUM PACKAGING PENSION PLAN | ALTIUM PACKAGING LP, GA | $60M | 65 |
| ENEOS USA EMPLOYEES 401(K) PLAN | ANCI, INC., GA | $28M | 203 |
| ALTIUM PACKAGING LP SALARIED PENSION PLAN | ALTIUM PACKAGING LP, GA | $28M | 6 |
| NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN | NED DAVIS RESEARCH, INC., FL | $27M | 60 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $14M | 263 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $12M | 123 |
| 401(k) Retirement Plan | Professional Services Sponsor, GA | $9M | 219 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $9M | 197 |
🔒 Want to unlock and download EC Barrett, LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 10 client plans.
Subscribe Today