About Lorady CPA, PLLC
<p>Just southeast of Nashville in Smyrna, Lorady CPA, PLLC provides tax and audit work for individuals and businesses across the Middle Tennessee area.</p> <p>The firm is led by CPA Steven J. Lorady and handles tax planning and tax return preparation along with audit services. Its office is located at 5115 Maryland Way in Smyrna, serving local clients including the 37027 area.</p> <p>For retirement plan sponsors that need an independent review, the firm’s audit work can support common plan compliance needs; many sponsors look for experienced <a href="/auditors/401k">401(k) auditors</a> when annual plan audits are required.</p> <p>What sets Lorady CPA, PLLC apart is direct access to a CPA-led practice for day-to-day tax questions and audit coordination without being passed between departments.</p> <ul> <li>CPA firm led by Steven J. Lorady</li> <li>Tax planning and tax preparation for individuals and businesses</li> <li>Audit services, including support for retirement plan audit needs</li> <li>Office: 5115 Maryland Way, Smyrna, TN</li> <li>Phone: 615-933-5221</li> </ul>
Website: https://www.loradycpa.com/
Office Locations
- Smyrna, TN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $21.3M
- 401(k): 6 plans, $21.3M 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 |
|---|---|---|---|
| ST. GEORGE'S INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN | ST. GEORGE'S INDEPENDENT SCHOOL, TN | $21M | 194 |
| RETIREMENT4CONTRACTORS POOLED EMPLOYER PLAN | UNITED WORKERS RETIREMENT PLAN, INC., TX | $18M | 3,377 |
| PAVMED INC. 401(K) PROFIT SHARING PLAN | PAVMED INC., PA | $7M | 111 |
| VALLEY PERINATAL SERVICES 401(K) PLAN | VALLEY PERINATAL SERVICES, LLC, AZ | $4M | 112 |
| ANTIOCH COLLEGE CORPORATION 401(K) PLAN | ANTIOCH COLLEGE CORPORATION, OH | $3M | 59 |
| 401(k) Retirement Plan | Healthcare Sponsor, TN | $3M | 162 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MI | $3M | 223 |
| 401(k) Retirement Plan | Professional Services Sponsor, MO | $2M | 2,547 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $166,009 | 150 |
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