About James Moore & Co., P.L.
<p>Founded in 1964, James Moore & Co., P.L. is a CPA and business consulting firm based in Gainesville in North Central Florida. The firm works with businesses that need audit support along with day-to-day accounting and tax help.</p> <p>From its office at 5931 NW 1ST PLACE, James Moore & Co. handles assurance services, tax services, and accounting. It also runs technology services, HR solutions, and business advisory work for organizations that want a single firm for both compliance and operational support.</p> <p>For retirement plan sponsors looking for help from experienced <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>, the differentiator here is the firm’s mix of traditional CPA services with in-house technology and HR resources.</p> <p>Phone: 352.378.1331</p> <ul> <li>Assurance and audit services</li> <li>Tax planning and preparation</li> <li>Accounting services</li> <li>Technology services</li> <li>HR solutions and business advisory</li> </ul>
Website: https://www.jmco.com/
Founded: 1964
Office Locations
- Gainesville, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 14
- Total AUM Audited: $922.2M
- 401(k): 14 plans, $922.2M 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 |
|---|---|---|---|
| SHANDS HEALTHCARE PENSION PLAN II | SHANDS TEACHING HOSPITAL AND CLINICS, INC., FL | $907M | 2,264 |
| SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) | SHANDS TEACHING HOSPITAL AND CLINICS, INC., FL | $625M | 12,706 |
| SHANDS JACKSONVILLE RETIREMENT PLAN | SHANDS JACKSONVILLE MEDICAL CENTER, INC., FL | $443M | 5,534 |
| UF HEALTH-CENTRAL FLORIDA 401K PLAN | UF HEALTH-CENTRAL FLORIDA, FL | $169M | 3,762 |
| KAUFMAN ROSSIN 401(K) PLAN | KAUFMAN, ROSSIN & CO., P.A., FL | $92M | 570 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $70M | 557 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $61M | 1,912 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $46M | 324 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $28M | 149 |
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