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 |
| SIMMONS HANLY CONROY 401(K) PLAN | SIMMONS HANLY CONROY LLP, IL | $127M | 425 |
| SAFE FLEET ACQUISITION CORP 401(K) PLAN | SAFE FLEET ACQUISITION CORP., MO | $67M | 1,335 |
| KANSAS CITY UROLOGY CARE P.A. 401(K) PLAN | KANSAS CITY UROLOGY CARE P.A., KS | $49M | 196 |
| WILBERT FUNERAL SERVICES, INC. 401(K) PLAN | WILBERT FUNERAL SERVICE, INC., KS | $49M | 1,114 |
| HEARTLAND, LLC 401(K) PLAN | HEARTLAND, LLC, MO | $46M | 3,536 |
| THE YAFFE COMPANIES INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | THE YAFFE COMPANIES INCORPORATED, OK | $39M | 267 |
| MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | MID AMERICA PHYSICIAN SERVICES, LLC, KS | $36M | 192 |
| ROUSE, P.C. SAVINGS & PROFIT SHARING PLAN | ROUSE FRETS WHITE GOSS GENTILE RHODES, P.C., KS | $35M | 87 |
| AIRTEX MANUFACTURING 401(K) RETIREMENT PLAN | AIRTEX MANUFACTURING, LLLP, KS | $20M | 269 |
| THE YAFFE COMPANIES INCORPORATED 401(K) PLAN | THE YAFFE COMPANIES, INCORPORATED, OK | $18M | 276 |
| KOMPASS KAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | KOMPASS KAPITAL MANAGEMENT LLC, KS | $18M | 463 |
| BROADMOOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BROADMOOR MANAGEMENT COMPANY, NE | $18M | 182 |
| MAHASKA BOTTLING COMPANY 401(K) PLAN | MAHASKA BOTTLING COMPANY, IA | $15M | 219 |
| BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | BLUE RIDGE BANK & TRUST COMPANY, MO | $11M | 130 |
| UHLIG LLC 401(K) RETIREMENT PLAN | UHLIG LLC, KS | $10M | 90 |
Showing top 20 of 27 plans serviced in 2024.