About Elliott Group CPAS, PLLC
<p>Founded by Monique Elliott, CPA, Elliott Group CPAs, PLLC (formerly Whitfield Elliott, PLLC) has worked with businesses in the Charlotte metro area since 2012.</p> <p>Monique Elliott brings 15 years of experience from international accounting firms, with a background in accounting, audit, and tax work. The firm supports employers and other organizations that need clear financial reporting and reliable attest services as part of their broader accounting function.</p> <p>Based at 5960 Fairview Road, Suite 400, Charlotte, NC 28210, Elliott Group CPAs provides accounting services along with financial and tax guidance and strategic planning. What sets the firm apart is the combination of big-firm audit experience with a smaller local practice model focused on direct partner involvement.</p> <p>To reach the team, call (704) 496-2899. Learn more about related <a href="/retirement-plans">retirement plan providers</a> and <a href="/auditors/401k">401(k) auditors</a>.</p> <ul> <li>Accounting and audit support</li> <li>Tax guidance and planning</li> <li>Financial guidance for business owners</li> <li>Strategic planning services</li> </ul>
Website: http://www.whitfieldelliott.com/
Founded: 2012
Office Locations
- Charlotte, NC
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 53
- Total AUM Audited: $920.7M
- 401(k): 53 plans, $920.7M AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| PLASTIC OMNIUM CLEAN ENERGY SYSTEMS SAVINGS PLAN | PLASTIC OMNIUM, MI | $126M | 672 |
| POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLAN | POYNER SPRUILL LLP, NC | $72M | 171 |
| CORVID HOLDINGS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | CORVID HOLDINGS, INC., NC | $67M | 746 |
| PLASTIC OMNIUM - AUTO INERGY SYSTEMS (USA) PENSION PLAN | PLASTIC OMNIUM - AUTO INERGY DIVISION (USA), LLC, MI | $64M | 232 |
| SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. | PLASTIC OMNIUM, SC | $62M | 1,992 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $53M | 511 |
| 401(k) Retirement Plan | Manufacturing Sponsor, SC | $51M | 1 |
| 401(k) Retirement Plan | Professional Services Sponsor, NC | $40M | 445 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $35M | 315 |
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