McConnell & Jones LLP

Employee Benefit Plan Auditor

Houston, TX

About McConnell & Jones LLP

<p>From state and local government audits to nonprofit and private equity work, McConnell &amp; Jones LLP brings a public-sector-to-private-market mix that many CPA firms don’t offer in one place.</p> <p>Founded in 1987, the firm has its headquarters in Houston in the heart of the Greater Houston metro area at 4828 Loop Central Drive, Suite 1000. McConnell &amp; Jones LLP also has offices in Durham, Washington, D.C., Atlanta, and Austin, supporting clients across the South and key East Coast markets.</p> <p>McConnell &amp; Jones LLP is a full-service CPA firm providing Audit &amp; Assurance, Tax &amp; Accounting, and Consulting. It has been named a Top 300 CPA Firm by INSIDE Public Accounting. The team focuses on straightforward processes and consistent, accurate reporting across engagements, including work that fits the needs of organizations looking for <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Founded in 1987</li> <li>Headquarters: Houston, Texas (Greater Houston)</li> <li>Additional offices: Durham, Washington, D.C., Atlanta, Austin</li> <li>Services: Audit &amp; Assurance; Tax &amp; Accounting; Consulting</li> <li>Contact: (713) 968-1600 | <a href="https://mcconnelljones.com" rel="nofollow">mcconnelljones.com</a></li> </ul>

Website: https://mcconnelljones.com/

Founded: 1987

Office Locations

  • Houston, TX (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 113
  • Total AUM Audited: $179.7B
  • 401(k): 113 plans, $179.7B 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
THE BANK OF AMERICA 401(K) PLAN BANK OF AMERICA CORPORATION, NC $62.9B 168,229
THE BANK OF AMERICA PENSION PLAN BANK OF AMERICA CORPORATION, RI $17.6B 51,062
GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 GENERAL DYNAMICS CORPORATION, VA $12.4B 52,307
DUKE ENERGY RETIREMENT SAVINGS PLAN DUKE ENERGY CORPORATION, NC $11.3B 26,616
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES, NY $8.9B 25,049
401(k) Retirement Plan Healthcare Sponsor, CA $6.3B 13,749
401(k) Retirement Plan Manufacturing Sponsor, NC $4.7B 12,384
401(k) Retirement Plan Professional Services Sponsor, IL $3.9B 38,221
401(k) Retirement Plan Technology Sponsor, AR $3.7B 118,435

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