# Jones, Nale & Mattingly PLC
Source: https://planprovider.pro/provider/jones-nale-and-mattingly-plc
> 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.…
Employee Benefit Plan Auditor
Louisville, KY
## About Jones, Nale & Mattingly PLC
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.
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.
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.
What sets the firm apart is its long-standing, hands-on style, with an emphasis on teamwork and ethical standards. For sponsors looking for retirement plan providers, this background can be useful when coordinating plan financial reporting and related compliance work with 401(k) auditors.
- Financial statement audits
- Reviews and compilations
- Audit & assurance projects
- Advisory support for financial decision-making
Website: [https://www.jnmcpa.com/](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|
| CURTIS MARUYASU AMERICA, INC. 401(K) SAVINGS PLAN|CURTIS MARUYASU AMERICA INC., KY|$32M|482|
| TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN|TONNESON & COMPANY, PC, MA|$30M|95|
| FIRST BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLAN|FIRST BRECKINRIDGE BANCSHARES, INC., KY|$30M|379|
| LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN|LOUISVILLE COLLEGIATE SCHOOL, KY|$27M|198|
| ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN|ADVANCED ENT AND ALLERGY, PLLC, KY|$19M|—|
| SAFE 1 CREDIT UNION 401(K) PROFIT SHARING PLAN|SAFE 1 CREDIT UNION, CA|$18M|116|
| PARADISE TOMATO KITCHENS, INC. 401(K) PROFIT SHARING PLAN|PARADISE TOMATO KITCHENS, INC., KY|$16M|250|
| GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN|GEARHEART COMMUNICATIONS COMPANY, INC., KY|$14M|134|
| CREATION GARDENS 401(K) RETIREMENT SAVINGS PLAN|CREATION GARDENS, INC., KY|$14M|948|
| RCSS HOLDINGS, INC. 401(K) PLAN|RCSS HOLDINGS, INC., KY|$13M|249|
| NAZARETH HOME, INC. 401(K) PLAN|NAZARETH HOME, INC., KY|$9M|371|
| MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN|MARTIN TRUCK PARTS & SALES, LLC, KY|$8M|186|
| VECTOR 401(K) PLAN AND TRUST|VECTOR CONSTRUCTION, INC., ND|$7M|87|
| LITER'S, INC. 401(K) PLAN|LITER'S, INC., KY|$6M|128|
| MANAGEMENT REGISTRY 401(K) PLAN|MANAGEMENT REGISTRY, INC, KY|$6M|2,265|
Showing top 20 of 23 plans serviced in 2025.
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