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 (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 |
|---|---|---|---|
| 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 |
| CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN | CHATTANOOGA ORTHOPAEDIC GROUP P.C., TN | $52M | 419 |
| 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 |
| 401(k) Retirement Plan | Healthcare Sponsor, VA | $31M | 473 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $29M | 390 |
| 401(k) Retirement Plan | Professional Services Sponsor, TN | $28M | 247 |
| 401(k) Retirement Plan | Technology Sponsor, TN | $27M | 211 |
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