About McConnell & Jones LLP
<p>From state and local government audits to nonprofit and private equity work, McConnell & 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 & 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 & Jones LLP is a full-service CPA firm providing Audit & Assurance, Tax & 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 & Assurance; Tax & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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