About Freemon, Shapard & Story
<p>Founded in 1920, Freemon, Shapard & Story is the oldest continually licensed CPA firm in Texas. From Wichita Falls in North Texas near the Oklahoma border, the firm works with businesses and organizations across the Wichita Falls area.</p> <p>Freemon, Shapard & Story provides audit services as well as accounting and consulting support. The team has 25 employees and includes Partner and Certified Public Accountant James K. Rowland, who is a point of contact for planning and compliance work.</p> <p>For employers looking for <a href="/auditors/401k">401(k) auditors</a> and related accounting help, the firm handles planning, compliance, and ongoing financial reporting needs. Its long operating history as a continually licensed Texas CPA practice is a key differentiator for clients who want an established local firm.</p> <p>To reach the firm, call 940-322-4436 or contact James K. Rowland.</p> <ul> <li>CPA firm founded in 1920</li> <li>Based in Wichita Falls, serving the broader North Texas region</li> <li>Audit, accounting, and consulting services</li> <li>Planning and compliance support</li> <li>Partner contact: CPA James K. Rowland</li> </ul>
Website: https://www.fss.cpa/
Founded: 1920
Employees: 25
Office Locations
- Wichita Falls, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $86.2M
- 401(k): 7 plans, $86.2M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MACK ENERGY CO. CASH OR DEFERRED PROFIT SHARING RETIREMENT PLAN | MACK ENERGY CO., OK | $28M | 142 |
| UNION SQUARE CREDIT UNION 401(K) PLAN | UNION SQUARE CREDIT UNION, TX | $14M | 154 |
| 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUPERIOR MACHINING & FABRICATION, INC. | SUPERIOR MACHINING & FABRICATION, INC., TX | $12M | 118 |
| CIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST | CIERA BANK, TX | $12M | 117 |
| THE MASTER 401(K) PLAN | SHARP IRON GROUP, LLC, TX | $8M | 172 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $8M | 161 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $3M | 148 |
| 401(k) Retirement Plan | Professional Services Sponsor, OK | $3M | 130 |
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