About Gilliam Bell Moser LLP
<p>Founded in 1946, Gilliam Bell Moser LLP is a CPA firm based in Burlington in North Carolina’s Piedmont Triad region, with a presence in nearby Greensboro.</p> <p>As one of the area’s <a href="/auditors/401k">401(k) auditors</a> and assurance providers, the firm handles audit and attest work alongside tax services and business advisory support for employers and organizations.</p> <p>Its team also works on specialized needs that often intersect with benefit plans and ownership transitions, including international taxation, business valuation, retirement plan administration, and family wealth planning. This mix of audit, tax, and valuation experience makes the firm a practical option for closely held companies that want these services under one roof.</p> <ul> <li>Assurance and audit services, including retirement plan audits</li> <li>Tax services, including international taxation matters</li> <li>Business valuation for transactions and financial reporting needs</li> <li>Retirement plan administration support</li> <li>Family wealth planning</li> </ul>
Website: https://www.gbmcpas.com/
Founded: 1946
Office Locations
- Burlington, NC
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 16
- Total AUM Audited: $519.7M
- 401(k): 16 plans, $519.7M 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 |
|---|---|---|---|
| DURAVANT 401(K) PLAN | DURAVANT LLC, IL | $163M | 1,790 |
| AURIGA POLYMERS INC. EMPLOYEES' SAVINGS PLAN | AURIGA POLYMERS INC., SC | $60M | 497 |
| CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | CAROLINA BIOLOGICAL SUPPLY COMPANY, NC | $53M | 477 |
| KERNODLE CLINIC, INC. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | KERNODLE CLINIC, INC., NC | $47M | 287 |
| TANGER INC. 401(K) SAVINGS PLAN | TANGER PROPERTIES LIMITED PARTNERSHIP, NC | $40M | 438 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $39M | 509 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NC | $35M | 112 |
| 401(k) Retirement Plan | Professional Services Sponsor, DC | $32M | 151 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $30M | 124 |
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