Ennis, Pellum & Associates, P.A.

Employee Benefit Plan Auditor

Jacksonville, FL

About Ennis, Pellum & Associates, P.A.

<p>From federal contractor compliance to employee benefit plan work, Ennis, Pellum &amp; Associates, P.A. has built a reputation in Northeast Florida for handling specialized audit and accounting needs. Founded in 1978, the firm is based in Jacksonville and works with organizations across the greater Jacksonville metro.</p> <p>Kevin Algee, CPA, CMA, CGMA is the Managing Shareholder and a main point of contact for client relationships. The firm’s work includes audit and attest services, <a href="/auditors/401k">employee benefit plan audits</a>, federal contractor accounting and compliance, and business advisory services.</p> <p>Ennis, Pellum &amp; Associates, P.A. is located at 10151 Deerwood Park Blvd, Building 300, Suite 200, Jacksonville, FL 32256. Clients often choose the firm for its mix of benefit plan audit experience and hands-on support for regulated contractor requirements.</p> <p>Phone: 904-396-5965. Website: jaxcpa.com.</p> <ul> <li>Employee benefit plan audits</li> <li>Audit and attest services</li> <li>Federal contractor accounting and compliance</li> <li>Business advisory services</li> </ul>

Website: https://jaxcpa.com/

Founded: 1978

Office Locations

  • Jacksonville, FL

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 33
  • Total AUM Audited: $2.3B
  • 401(k): 33 plans, $2.3B 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).

PlanSponsorAssetsParticipants
ACOSTA, INC. 401(K) RETIREMENT PLAN ACOSTA, INC., FL $839M 51,410
RAYONIER ADVANCED MATERIALS INC. RETIREMENT PLAN RAYONIER ADVANCED MATERIALS INC., FL $330M 372
RYAM 401(K) PLAN FOR SALARIED EMPLOYEES RAYONIER ADVANCED MATERIALS INC., FL $124M 446
RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES RAYONIER INC., FL $123M 335
DREAM FINDERS HOMES 401(K) PLAN DREAM FINDERS HOMES, LLC, FL $98M 1,573
401(k) Retirement Plan Healthcare Sponsor, FL $70M 624
401(k) Retirement Plan Manufacturing Sponsor, FL $65M 618
401(k) Retirement Plan Professional Services Sponsor, FL $56M 333
401(k) Retirement Plan Technology Sponsor, FL $55M 334

🔒 Want to unlock and download Ennis, Pellum & Associates, P.A.'s client list?

Subscribe to Basic or Premium today to reveal and download all 36 client plans.

Subscribe Today
Are you with Ennis, Pellum & Associates, P.A.? Claim your profile to unlock and display all 36 client plans serviced by your firm.

Other Employee Benefit Plan Auditors in FL