Maxwell Locke & Ritter LLP

Employee Benefit Plan Auditor

Austin, TX

About Maxwell Locke & Ritter LLP

<p>Founded in 1991, Maxwell Locke &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
ARM, INC. 401(K) SAVINGS PLANARM, INC., TX$533M1,539
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLANTEXAS ASSOCIATION OF SCHOOL BOARDS, INC., TX$119M501
FIFTH GENERATION, INC 401(K) PLANFIFTH GENERATION, INC, TX$105M729
SACHEM, INC. EMPLOYEES PROFIT SHARING PLANSACHEM, INC., TX$43M134
AM TECHNICAL SOLUTIONS 401(K)/PSAM TECHNICAL SOLUTIONS, TX$42M862
AFFINIPAY 401(K) PLANAFFINIPAY LLC, TX$41M475
SIGNATURE SCIENCE, LLC 401(K) PLANSIGNATURE SCIENCE, LLC, TX$39M198
401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTDBROWN DISTRIBUTING COMPANY, LTD, TX$39M448
HOSPITAL HOUSEKEEPING SYSTEMS 401(K) BENEFIT PLANHOSPITAL HOUSEKEEPING SYSTEMS, LLC, TX$36M14,609
FOUR HANDS, LLC 401(K) PROFIT SHARING PLANFOUR HANDS, LLC, TX$30M676
TECHLINE, INC. 401(K) SAVINGS & RETIREMENT PLANTECHLINE, INC., TX$30M342
BUILD A SIGN LLC 401(K) PLANBUILD A SIGN, LLC, TX$19M309
O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUSTO'CONNELL ROBERTSON, INC., TX$16M128
THE LENDERS PROTECTION EMPLOYEE 401(K) PLANLENDERS PROTECTION, LLC, TX$16M203
DNT CONSTRUCTION 401(K) RETIREMENT PLANDNT CONSTRUCTION, LLC, TX$15M349
LEWIS-WATKINS-FARMER AGENCY, INC. 401(K) PLANLEWIS-WATKINS-FARMER AGENCY, INC., TX$15M158
BROADDUS & ASSOCIATES, INC. 401(K) PLANBROADDUS & ASSOCIATES, INC., TX$14M125
CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL 403(B) DC PLANCAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL, TX$12M82
KHS AMERICA, INC., 401(K) PROFIT SHARING PLAN & TRUSTKHS AMERICA, INC., TN$9M104
ALLEGIANCE MOBILE HEALTH 401(K) PLANBLUEBIRD MEDICAL ENTERPRISES LLC DBA ALLEGIANCE MOBILE HEALTH, TX$8M1,038

Showing top 20 of 31 plans serviced in 2024.

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