Elliott Group CPAS, PLLC

Employee Benefit Plan Auditor

Charlotte, NC

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 (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
PLASTIC OMNIUM CLEAN ENERGY SYSTEMS SAVINGS PLANPLASTIC OMNIUM, MI$126M672
POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLANPOYNER SPRUILL LLP, NC$72M171
CORVID HOLDINGS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLANCORVID HOLDINGS, INC., NC$67M746
PLASTIC OMNIUM - AUTO INERGY SYSTEMS (USA) PENSION PLANPLASTIC OMNIUM - AUTO INERGY DIVISION (USA), LLC, MI$64M232
SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C.PLASTIC OMNIUM, SC$62M1,992
ELECTRIC GLASS FIBER AMERICA, LLC 401(K) PLANELECTRIC GLASS FIBER AMERICA, LLC, NC$53M511
THE SPRINGS OF ACHIEVEMENT PARTNERSHIP PLANSPRINGS GLOBAL US, INC., SC$51M1
JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANJOHNSON C SMITH UNIVERSITY, NC$40M445
RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLANRALEIGH MEDICAL GROUP, P.A., NC$35M315
WARGAMING (USA), INC. 401(K) PLAN & TRUSTWARGAMING (USA), INC., TX$30M216
CORVID TECHNOLOGIES, LLC 401(K) PLANCORVID TECHNOLOGIES, LLC, NC$30M350
ACHRONIX SEMICONDUCTOR 401(K) PLANACHRONIX SEMICONDUCTOR CORPORATI, CA$29M102
DELTA APPAREL, INC. SAVINGS AND INVESTMENT PLANDELTA APPAREL, INC., DE$29M15
MERIT DISTRIBUTION GROUP 401(K) PLANTHE MERIT DISTRIBUTION GROUP, LLC, SC$27M328
HUGHES PITTMAN & GUPTON LLP RETIREMENT SAVINGS PLANHUGHES PITTMAN & GUPTON, LLP, NC$22M93
XELLIA PHARMACEUTICALS 401(K) PLANXELLIA PHARMACEUTICALS USA LLC, IL$19M17
STERLING PHARMA SOLUTIONS 401(K) RETIREMENT PLANSTERLING WISCONSIN, LLC, WI$18M289
PO LIGHTING USA 401(K) PLANPO LIGHTING USA, INC., MI$18M52
JOERNS HEALTHCARE LLC RETIREMENT PLANJOERNS HEALTHCARE, LLC, NC$18M140
VETS PETS 401(K) PLANVETS PETS, NC$17M776

Showing top 20 of 59 plans serviced in 2024.

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