About Maxwell Locke & Ritter LLP
<p>Founded in 1991, Maxwell Locke & Ritter LLP is an Austin CPA firm with an office at 401 Congress Avenue, Suite 2000, Austin, TX 78701, serving organizations across the Austin metro and Central Texas.</p> <p>The firm handles financial statement assurance work alongside tax compliance, transaction advisory, and risk assurance. Its client mix includes businesses, nonprofits, government entities, and high-net-worth individuals.</p> <p>For retirement plan sponsors, Maxwell Locke & Ritter can be a fit when you want an established local accounting team that can coordinate audit work with broader tax and risk support under one roof. Learn more at <a href="https://www.mlrpc.com/">https://www.mlrpc.com/</a> or call 512-370-3200.</p> <ul> <li>Firm type: CPA firm and <a href="/auditors/401k">401(k) auditors</a></li> <li>Core services: financial statement assurance</li> <li>Additional services: tax compliance, transaction advisory, risk assurance</li> <li>Based in: Austin, Texas (Central Texas)</li> </ul>
Website: https://www.mlrpc.com/
Founded: 1991
Office Locations
- Austin, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 19
- Total AUM Audited: $934.0M
- 401(k): 19 plans, $934.0M 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 |
|---|---|---|---|
| ARM, INC. 401(K) SAVINGS PLAN | ARM, INC., TX | $533M | 1,539 |
| TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC., TX | $119M | 501 |
| FIFTH GENERATION, INC 401(K) PLAN | FIFTH GENERATION, INC, TX | $105M | 729 |
| SACHEM, INC. EMPLOYEES PROFIT SHARING PLAN | SACHEM, INC., TX | $43M | 134 |
| AM TECHNICAL SOLUTIONS 401(K)/PS | AM TECHNICAL SOLUTIONS, TX | $42M | 862 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $41M | 475 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $39M | 198 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $39M | 448 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $36M | 14,609 |
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