Henry & Peters, P.C.

Employee Benefit Plan Auditor

About Henry & Peters, P.C.

<p>From its offices in Tyler, Longview, and Frisco across East Texas and the Dallas–Fort Worth area, Henry &amp; Peters, P.C. works with businesses and individuals throughout Texas and the U.S.</p> <p>Founded in 1929, the firm provides accounting, tax, and consulting services, with audit and assurance support for organizations that need independent reporting and review.</p> <p>Brett Morton, CPA is part of the audit team. He joined Henry &amp; Peters, P.C. full-time in 2010 after completing an internship and focuses his work on audit and assurance engagements.</p> <p>The firm’s work includes clients in Oil &amp; Gas, Healthcare, and Non-Profits, which helps its auditors bring sector-specific knowledge to planning and fieldwork. Henry &amp; Peters, P.C. is also a resource for organizations looking for <a href="/auditors/401k">401(k) auditors</a> as part of their broader compliance needs.</p> <ul> <li>Auditor with audit and assurance experience (Brett Morton, CPA)</li> <li>Founded in 1929</li> <li>Offices in Tyler, Longview, and Frisco, Texas</li> <li>Industry experience in Oil &amp; Gas, Healthcare, and Non-Profits</li> <li>Accounting, tax, and consulting services alongside audit work</li> </ul>

Website: https://www.henrypeters.com/

Founded: 1929

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 42
  • Total AUM Audited: $890.0M
  • 401(k): 42 plans, $890.0M 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
MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLANMEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN, TX$215M781
USDP 401K PLANOLIVER STREET DERMATOLOGY MANAGEMENT LLC, TX$106M2,140
DERMATOLOGY ASSOCIATES RETIREMENT PLANOLIVER STREET DERMATOLOGY HOLDINGS LLC, TX$91M1,409
RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.SOUTHSIDE BANCSHARES, INC., TX$77M69
ARGON MEDICAL DEVICES, INC. 401K PLANARGON MEDICAL DEVICES, INC., TX$58M832
CAVENDER'S BOOT CITY 401(K) RETIREMENT PLANCAVENDER STORES, L.P., TX$49M1,488
PARAGON HEALTHCARE 401K PLANPARAGON HEALTHCARE, INC., TX$43M1,164
PRIEFERT MANUFACTURING CO., INC. 401(K) RETIREMENT TRUSTPRIEFERT MANUFACTURING COMPANY, INC, TX$36M964
EMA ENGINEERING & CONSULTING, INC.EMA ENGINEERING & CONSULTING, INC., TX$31M234
ASSOCIATED CLINICIANS OF EAST TEXAS RETIREMENT PLANASSOCIATED CLINICIANS OF EAST TEXAS, PLLC, TX$30M473
ALLIANCE BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLANALLIANCE BANCSHARES, INC, TX$26M232
OCEANS HEALTHCARE 401(K) PLANOCEANS ACQUISITION, INC., TX$21M2,412
JRBT 401(K) PLANJAYNES, REITMEIER, BOYD & THERRELL, P.C., TX$18M116
VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLANVISIONARY PRACTICE MANAGEMENT SERVICES LLC, TX$17M232
VAULT PRESSURE CONTROL 401(K) PLANVAULT PRESSURE CONTROL, LLC, TX$16M431
HEATON EYE ASSOCIATES RETIREMENT PLANCHARLES L HEATON, MD. PA, TX$15M214
HOSPICE OF EAST TEXAS SAFE HARBOR 401(K) PLANHOSPICE OF EAST TEXAS, TX$13M169
EAST TEXAS FINANCIAL CORPORATION 401(K) PLANEAST TEXAS FINANCIAL CORPORATION, TX$13M106
RED DOT EMPLOYEE RETIREMENT PLANRED DOT LLC, TX$13M278
FIRST GILMER BANKSHARES EMPLOYEE SAVINGS PLANFIRST NATIONAL BANK OF GILMER, TX$12M136

Showing top 20 of 46 plans serviced in 2025.