About Jones, Nale & Mattingly PLC
<p>Founded in 1940, Jones, Nale & Mattingly PLC has built a long track record in public accounting from its Louisville office in the Louisville metro area.</p> <p>The firm handles audit and assurance work for businesses that need clear financial reporting. Its services include financial statement audits, reviews, and compilations, along with other audit and assurance projects.</p> <p>Jones, Nale & Mattingly also provides advisory support tied to day-to-day financial decisions. Clients typically work directly with the team on planning, reporting, and questions that come up over the year.</p> <p>What sets the firm apart is its long-standing, hands-on style, with an emphasis on teamwork and ethical standards. For sponsors looking for <a href="/retirement-plans">retirement plan providers</a>, this background can be useful when coordinating plan financial reporting and related compliance work with <a href="/auditors/401k">401(k) auditors</a>.</p> <ul> <li>Financial statement audits</li> <li>Reviews and compilations</li> <li>Audit & assurance projects</li> <li>Advisory support for financial decision-making</li> </ul>
Website: https://www.jnmcpa.com/
Founded: 1940
Office Locations
- Louisville, KY
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 22
- Total AUM Audited: $537.1M
- 401(k): 22 plans, $537.1M 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).
Showing top 20 of 23 plans serviced in 2025.