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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TURNPOINT 401(K) PLAN | ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV, KY | $132M | 6,351 |
| BRANDENBURG TELEPHONE COMPANY RETIREMENT PLAN | BRANDENBURG TELEPHONE COMPANY, KY | $61M | 91 |
| JCB, INC. 401(K) RETIREMENT PLAN | JCB, INC., GA | $48M | 976 |
| RCSS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | RCSS HOLDINGS, INC., KY | $41M | 203 |
| V-SOFT CONSULTING GROUP RETIREMENT PLAN | V-SOFT CONSULTING GROUP, KY | $37M | 536 |
| 401(k) Retirement Plan | Healthcare Sponsor, KY | $32M | 482 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MA | $30M | 95 |
| 401(k) Retirement Plan | Professional Services Sponsor, KY | $30M | 379 |
| 401(k) Retirement Plan | Technology Sponsor, KY | $27M | 198 |
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