Jones, Nale & Mattingly PLC

Employee Benefit Plan Auditor

Louisville, KY

About Jones, Nale & Mattingly PLC

<p>Founded in 1940, Jones, Nale &amp; 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 &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
TURNPOINT 401(K) PLANESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV, KY$132M6,351
BRANDENBURG TELEPHONE COMPANY RETIREMENT PLANBRANDENBURG TELEPHONE COMPANY, KY$61M91
JCB, INC. 401(K) RETIREMENT PLANJCB, INC., GA$48M976
RCSS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANRCSS HOLDINGS, INC., KY$41M203
V-SOFT CONSULTING GROUP RETIREMENT PLANV-SOFT CONSULTING GROUP, KY$37M536
CURTIS MARUYASU AMERICA, INC. 401(K) SAVINGS PLANCURTIS MARUYASU AMERICA INC., KY$32M482
TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLANTONNESON & COMPANY, PC, MA$30M95
FIRST BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLANFIRST BRECKINRIDGE BANCSHARES, INC., KY$30M379
LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANLOUISVILLE COLLEGIATE SCHOOL, KY$27M198
ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLANADVANCED ENT AND ALLERGY, PLLC, KY$19M
SAFE 1 CREDIT UNION 401(K) PROFIT SHARING PLANSAFE 1 CREDIT UNION, CA$18M116
PARADISE TOMATO KITCHENS, INC. 401(K) PROFIT SHARING PLANPARADISE TOMATO KITCHENS, INC., KY$16M250
GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLANGEARHEART COMMUNICATIONS COMPANY, INC., KY$14M134
CREATION GARDENS 401(K) RETIREMENT SAVINGS PLANCREATION GARDENS, INC., KY$14M948
RCSS HOLDINGS, INC. 401(K) PLANRCSS HOLDINGS, INC., KY$13M249
NAZARETH HOME, INC. 401(K) PLANNAZARETH HOME, INC., KY$9M371
MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLANMARTIN TRUCK PARTS & SALES, LLC, KY$8M186
VECTOR 401(K) PLAN AND TRUSTVECTOR CONSTRUCTION, INC., ND$7M87
LITER'S, INC. 401(K) PLANLITER'S, INC., KY$6M128
MANAGEMENT REGISTRY 401(K) PLANMANAGEMENT REGISTRY, INC, KY$6M2,265

Showing top 20 of 23 plans serviced in 2025.

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