About Hd Davis Cpas, LLC
<p>Founded in 2007, HD Davis CPAS, LLC is a CPA firm headquartered in Youngstown in the Mahoning Valley area of northeast Ohio.</p> <p>The firm handles audit and accounting work for businesses and individuals, with a focus on clear reporting and practical support around day-to-day financial needs. HD Davis CPAS, LLC is led by Harold D. Davis, CPA, along with Managing Partner Tim Petrey, CPA.</p> <p>For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the firm provides audit services as part of its broader public accounting practice. A key differentiator is access to firm leadership, with named CPAs involved in client work.</p> <p>To reach the Youngstown office, contact Christine R. Graygo, call 330.759.8522, or visit <a href="http://www.hddaviscpas.pro">www.hddaviscpas.pro</a>.</p> <ul> <li>CPA firm founded in 2007</li> <li>Headquartered in Youngstown, Ohio (Mahoning Valley)</li> <li>Audit services, including retirement plan audits</li> <li>Firm leadership includes Harold D. Davis, CPA and Tim Petrey, CPA (Managing Partner)</li> <li>Contact: Christine R. Graygo | 330.759.8522</li> </ul>
Website: https://www.www.hddaviscpas.pro
Founded: 2007
Office Locations
- Youngstown, OH (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $68.9M
- 401(k): 6 plans, $68.9M 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 |
|---|---|---|---|
| AUTOMEP OPEN MULTIPLE EMPLOYER 401(K) PLAN | AMI BENEFIT PLAN ADMINISTRATORS, INC., OH | $47M | 1,456 |
| PRESTON CHEVROLET-CADILLAC INC. 401(K) PLAN | PRESTON CHEVROLET-CARDILLAC INC., OH | $14M | 172 |
| POTENTIAL DEVELOPMENT PROGRAM, INC. 403(B) PLAN | POTENTIAL DEVELOPMENT PROGRAM, INC., OH | $3M | 148 |
| HORIZON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | HORIZON MANAGEMENT, INC., OH | $2M | 206 |
| CERTIFIED FLOORING INSTALLATION 401(K) PLAN | CERTIFIED FLOORING INSTALLATION, IN C., KY | $2M | 101 |
| REBIZ 401(K) PROFIT SHARING PLAN AND TRUST | REBIZ LLC, OH | $213,225 | 19 |
| VOR TECHNOLOGY 401(K) PLAN | VOR TECHNOLOGY, LLC, OH | — | — |