About MarksNelson LLC
<p>Founded in 1968, MarksNelson LLC brings long-standing public accounting experience to employers in the Kansas City metro area from its Overland Park, Kansas office.</p> <p>The firm is a CPA and business advisory practice that also works as a <a href="/auditors/401k">401(k) auditor</a> for retirement plans that need an independent plan audit as part of their annual filing. As a Springline company, MarksNelson combines access to a larger network’s resources with day-to-day service built around practical, common-sense advice.</p> <p>MarksNelson is located at 6800 W 115th St., Suite 3511, Overland Park, KS 66211. You can reach the team at (816) 743-7700 to discuss audit support and related accounting needs.</p> <ul> <li>Retirement plan audit services from a CPA firm</li> <li>Accounting and business advisory services</li> <li>Technology and finance support for operating businesses</li> <li>Based in Overland Park, serving the Kansas City region</li> </ul>
Website: https://www.mnadvisors.com/
Founded: 1968
Office Locations
- Overland Park, KS
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 32
- Total AUM Audited: $2.2B
- 401(k): 32 plans, $2.2B AUM
Plans Serviced (2024)
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 |
|---|---|---|---|
| THE 401(K) SAVINGS PLAN | BERKSHIRE HATHAWAY AUTOMOTIVE INC., TX | $472M | 10,348 |
| MARINER WEALTH ADVISORS, LLC 401(K) PLAN | MARINER WEALTH ADVISORS, LLC, KS | $278M | 1,870 |
| NITTO 401(K) RETIREMENT PLAN | NITTO AMERICAS INC., NJ | $242M | 1,812 |
| CRB GROUP, INC 401(K) PLAN | CRB GROUP, INC., MO | $216M | 1,016 |
| QUALITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | QUALITY TECHNOLOGY SERVICES, LLC, KS | $132M | 1,310 |
| 401(k) Retirement Plan | Healthcare Sponsor, IL | $127M | 425 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MO | $67M | 1,335 |
| 401(k) Retirement Plan | Professional Services Sponsor, KS | $49M | 196 |
| 401(k) Retirement Plan | Technology Sponsor, KS | $49M | 1,114 |
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