# Maxwell Locke &amp; Ritter LLP
Source: https://planprovider.pro/provider/maxwell-locke-and-ritter-llp

> Founded in 1991, Maxwell Locke &amp;amp; Ritter LLP is an Austin CPA firm with an office at 401 Congress Avenue, Suite 2000, Austin, TX 78701, serving organizati…

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/](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|

| AFFINIPAY 401(K) PLAN|AFFINIPAY LLC, TX|$41M|475|

| SIGNATURE SCIENCE, LLC 401(K) PLAN|SIGNATURE SCIENCE, LLC, TX|$39M|198|

| 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD|BROWN DISTRIBUTING COMPANY, LTD, TX|$39M|448|

| HOSPITAL HOUSEKEEPING SYSTEMS 401(K) BENEFIT PLAN|HOSPITAL HOUSEKEEPING SYSTEMS, LLC, TX|$36M|14,609|

| FOUR HANDS, LLC 401(K) PROFIT SHARING PLAN|FOUR HANDS, LLC, TX|$30M|676|

| TECHLINE, INC. 401(K) SAVINGS & RETIREMENT PLAN|TECHLINE, INC., TX|$30M|342|

| BUILD A SIGN LLC 401(K) PLAN|BUILD A SIGN, LLC, TX|$19M|309|

| O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST|O'CONNELL ROBERTSON, INC., TX|$16M|128|

| THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN|LENDERS PROTECTION, LLC, TX|$16M|203|

| DNT CONSTRUCTION 401(K) RETIREMENT PLAN|DNT CONSTRUCTION, LLC, TX|$15M|349|

| LEWIS-WATKINS-FARMER AGENCY, INC. 401(K) PLAN|LEWIS-WATKINS-FARMER AGENCY, INC., TX|$15M|158|

| BROADDUS & ASSOCIATES, INC. 401(K) PLAN|BROADDUS & ASSOCIATES, INC., TX|$14M|125|

| CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL 403(B) DC PLAN|CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL, TX|$12M|82|

| KHS AMERICA, INC., 401(K) PROFIT SHARING PLAN & TRUST|KHS AMERICA, INC., TN|$9M|104|

| ALLEGIANCE MOBILE HEALTH 401(K) PLAN|BLUEBIRD MEDICAL ENTERPRISES LLC DBA ALLEGIANCE MOBILE HEALTH, TX|$8M|1,038|

Showing top 20 of 31 plans serviced in 2024.

## Other Employee Benefit Plan Auditors in TX

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- [ADKF P.C.](https://planprovider.pro/provider/adkf-pc) - San Antonio, TX

- [Atchley & Associates LLP](https://planprovider.pro/provider/atchley-and-associates-llp) - Austin, TX

- [Sheffield, Trackwell & Rapp, LLC](https://planprovider.pro/provider/sheffield-trackwell-and-rapp-llc) - Houston, TX

- [Robert Russell, CPA, PLLC](https://planprovider.pro/provider/robert-russell-cpa-pllc) - Dallas, TX

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp)

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