McDirmit Davis, LLC

Employee Benefit Plan Auditor

Orlando, FL

About McDirmit Davis, LLC

<p>Peer-reviewed and led by Managing Partner Troy L. Olson, McDirmit Davis, LLC is a CPA firm that handles audit and tax work for organizations with complex reporting needs.</p> <p>Founded in 1984, the firm is based in Orlando in Central Florida and works with local businesses and non-profits. Olson has more than two decades of public accounting experience, with a focus on complex audit and tax matters.</p> <p>McDirmit Davis is a member of the AICPA and FICPA, and the firm has earned a pass rating in peer review. For plan sponsors that need help with retirement plan financial statement requirements, the firm is also a resource among <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> supporting the audit process.</p> <p>McDirmit Davis, LLC is located at 1800 Pembrook Drive, Suite 170, Orlando, FL. To reach the firm, call (407) 843-5406.</p> <ul> <li>CPA firm founded in 1984</li> <li>Based in Orlando, serving the Central Florida area</li> <li>Audit, accounting, tax, and business consulting services</li> <li>Managing Partner: Troy L. Olson (20+ years in public accounting)</li> <li>AICPA and FICPA member firm with a pass peer review rating</li> </ul>

Website: https://www.mcdirmitdavis.com/

Founded: 1984

Office Locations

  • Orlando, FL

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 15
  • Total AUM Audited: $721.2M
  • 401(k): 15 plans, $721.2M 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
AKERMAN LLP 401(K) PROFIT SHARING PLAN AKERMAN LLP, FL $452M 1,368
CNL FINANCIAL GROUP SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC, FL $57M 118
FOUNDRY COMMERCIAL RETIREMENT SAVINGS PLAN FOUNDRY COMMERCIAL, LLC, NC $49M 436
ONC 401(K) PLAN OUZINKIE NATIVE CORPORATION, AK $39M 2,284
CITY BEVERAGES 401(K) PLAN CITY BEVERAGES, LLC, FL $19M 238
401(k) Retirement Plan Healthcare Sponsor, FL $17M 235
401(k) Retirement Plan Manufacturing Sponsor, FL $15M 259
401(k) Retirement Plan Professional Services Sponsor, FL $12M 1,764
401(k) Retirement Plan Technology Sponsor, FL $11M 223

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