About Jason Underwood CPA, PLLC
<p>Founded in 1991, this Signal Mountain, Tennessee CPA firm works with retirement plan sponsors that need reliable plan audit support in the Chattanooga metro area and beyond.</p> <p>Jason Underwood CPA, PLLC focuses on accounting and audit work for retirement plans. The firm’s work is geared toward plan sponsors that need an auditor who understands plan operations, reporting requirements, and the documentation that supports an annual plan audit.</p> <p>Jason Underwood is a Certified Public Accountant (CPA) and was among the first CPAs to earn the AICPA Advanced Defined Contribution Benefit Plans Audit certificate. That credential is a practical differentiator for plan sponsors looking for an auditor with specific training in defined contribution plan audits.</p> <ul> <li>Retirement plan audit services</li> <li>Accounting services</li> <li>Defined contribution plan audit experience</li> <li>AICPA Advanced Defined Contribution Benefit Plans Audit certificate (early recipient)</li> <li>Based in Signal Mountain in the Chattanooga-area region of Tennessee</li> </ul>
Website: https://cnccpa.com/jason-underwood/
Founded: 1991
Office Locations
- Signal Mountain, TN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 49
- Total AUM Audited: $729.4M
- 401(k): 49 plans, $729.4M 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 |
|---|---|---|---|
| ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C., TN | $122M | 165 |
| SOLMAX GEOSYNTHETICS 401(K) PLAN | SOLMAX GEOSYNTHETICS, LLC, GA | $88M | 699 |
| MCCALLA RAYMER LEIBERT PIERCE, LLC 401(K) PLAN | MCCALLA RAYMER LEIBERT PIERCE, LLC, GA | $42M | 246 |
| ST. LOUIS CARDINALS SAVINGS PLAN | ST. LOUIS CARDINALS, LLC, MO | $40M | 782 |
| ELECTRO-MECHANICAL RETIREMENT PLAN | ELECTRO-MECHANICAL, LLC, VA | $31M | 473 |
| EAST WEST MANUFACTURING LLC 401(K) PROFIT SHARING PLAN AND TRUST | EAST WEST MANUFACTURING LLC, GA | $29M | 390 |
| PROPEX 401K SAVINGS PLAN | PROPEX OPERATING COMPANY, LLC., TN | $28M | 247 |
| SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN | SURGICOR, LLC, TN | $27M | 211 |
| PURCHASING POWER 401(K) PLAN | PURCHASING POWER LLC, GA | $26M | 264 |
| DIAGNOSTIC RADIOLOGY CONSULTANTS, P.A. PROFIT SHARING PLAN | DIAGNOSTIC RADIOLOGY CONSULTANTS, P.A., TN | $25M | 131 |
| KIEL CENTER 401(K) PLAN | KIEL CENTER PARTNERS, L.P., MO | $24M | 444 |
| ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN | ALEXANDER THOMPSON ARNOLD PLLC, TN | $23M | 273 |
| SOLMAX GEOSYNTHETICS, LLC 401(K) PLAN | SOLMAX GEOSYNTHETICS, LLC., TX | $23M | 151 |
| FILLAUER COMPANIES 401(K) SAVINGS PLAN | FILLAUER COMPANIES, INC., TN | $18M | 157 |
| BANC CARD OF AMERICA, INC. 401(K) PROFIT SHARING PLAN | BANC CARD OF AMERICA, INC, TN | $17M | 182 |
| FACILITY SERVICES MANAGEMENT 401(K) PLAN | FACILITY SERVICES MANAGEMENT, INC., TN | $16M | 621 |
| KEITH SMITH COMPANY, INC EMPLOYEE PSP | KEITH SMITH COMPANY, INC., AR | $14M | 94 |
| CPR ADVISOR K MEP FIDUCIARY WISE LLC | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC, AZ | $14M | 248 |
| CPR ADVISOR K MEP FIDUCIARY WISE LLC | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC, AZ | $12M | 806 |
| E.M. THARP, INC. 401(K) PLAN | E.M. THARP, INC., CA | $11M | 270 |
Showing top 20 of 53 plans serviced in 2024.