# Jones and Kolb
Source: https://planprovider.pro/provider/jones-and-kolb

> Founded in 1976, Jones and Kolb is a CPA firm in Atlanta’s Buckhead area that handles audit and accounting work for organizations across the greater Atlanta…

Employee Benefit Plan Auditor

Atlanta, GA

## About Jones and Kolb

<p>Founded in 1976, Jones and Kolb is a CPA firm in Atlanta’s Buckhead area that handles audit and accounting work for organizations across the greater Atlanta metro.</p>

<p>The firm provides Audit &amp; Attest services along with Tax Services, Advisory Services, and Managed Accounting Solutions. Jones and Kolb works with industries that include Professional Services, Privately Held Businesses, Construction, Healthcare, and Real Estate.</p>

<p>Jones and Kolb’s differentiator is its blend of local-firm accessibility with the know-how and resources more often associated with larger firms, which can be useful for companies that want hands-on support without giving up depth of expertise.</p>

<p>Office: 3475 Piedmont Road NE, Suite 1500, Atlanta, GA 30305. Phone: 404-262-7920.</p>

<ul>
<li>Audit &amp; Attest services (including retirement plan audit support as needed)</li>
<li>Tax Services for individuals and businesses</li>
<li>Advisory Services for planning and financial strategy</li>
<li>Managed Accounting Solutions for ongoing accounting operations</li>
</ul>

Website: [https://www.joneskolb.com/](https://www.joneskolb.com/)

Founded: 1976

Employees: 35

## Office Locations

- Atlanta, GA

## Accreditations & Certifications

- AICPA Member

- AICPA EBPAQC

## Audit Statistics (2024)

- Total Plans Audited: 11

- Total AUM Audited: $191.6M

- 401(k): 11 plans, $191.6M 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|

| NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN|
NILES BOLTON ASSOCIATES, INC., GA|
$42M|
126|

| ATLANTA SPEECH SCHOOL, INC. RETIREMENT PLAN|
ATLANTA SPEECH SCHOOL, INC., GA|
$36M|
240|

| ASHRAE SAVINGS AND INVESTMENT PLAN|
AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC., GA|
$31M|
113|

| JABIAN, LLC 401(K) PLAN|
JABIAN, LLC, GA|
$22M|
99|

| RULE JOY TRAMMELL & RUBIO 401(K) RETIREMENT PLAN|
RULE JOY TRAMMELL & RUBIO, LLC, GA|
$16M|
82|

| 401(k) Retirement Plan|
Healthcare Sponsor, GA|
$15M|
355|

| 403(b) Retirement Plan|
Manufacturing Sponsor, GA|
$11M|
172|

| 403(b) Retirement Plan|
Professional Services Sponsor, GA|
$7M|
172|

| 403(b) Retirement Plan|
Technology Sponsor, GA|
$6M|
193|

### 
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