Metz CPA PLLC

Employee Benefit Plan Auditor

Phoenix, AZ

About Metz CPA PLLC

<p>Founded in 1992, Metz CPA PLLC works with employers on employee benefit plan audits alongside tax and accounting support. The firm is based in Phoenix in the greater Valley of the Sun metro area.</p> <p>Travis P. Jack is the listed contact. Metz CPA PLLC handles audit and attestation work, including employee benefit plan audits and non-profit audits, for organizations that need third-party reporting and year-end support.</p> <p>On the tax side, the firm prepares returns and provides tax planning for individuals and businesses. It also runs payroll services and provides business CPA consulting focused on compliance and cash flow tracking.</p> <p>What sets Metz CPA PLLC apart is the mix of benefit plan audit experience with day-to-day accounting and payroll services, which can simplify coordination for growing organizations.</p> <ul> <li>Employee benefit plan audits (<a href="/auditors/401k">401(k) auditors</a>)</li> <li>Non-profit audits</li> <li>Audit and attestation services</li> <li>Tax preparation and tax planning</li> <li>Payroll and business CPA consulting</li> </ul>

Website: https://www.metzcpa.com/

Founded: 1992

Office Locations

  • Phoenix, AZ

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 209
  • Total AUM Audited: $5.2B
  • 401(k): 209 plans, $5.2B AUM

Plans Serviced (2025)

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
VENSURE EMPLOYER SERVICES, INC. 401(K) PROFIT SHARING PLAN VENSURE EMPLOYER SERVICES, INC., AZ $982M 30,380
THE CHURCHILL COMPANIES RETIREMENT SAVINGS PLAN THE CHURCHILL COMPANIES, MN $217M 1,045
AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN AMY'S KITCHEN, INC., CA $159M 2,037
EMPOWER HR RETIREMENT SAVINGS PLAN EMPOWER HR, LLC, AZ $114M 7,792
FLEX TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN AND TRUST FLEXPRINT, LLC, AZ $114M 1,257
401(k) Retirement Plan Healthcare Sponsor, KS $112M 3,234
401(k) Retirement Plan Manufacturing Sponsor, AL $104M 581
401(k) Retirement Plan Professional Services Sponsor, OH $103M 12,606
401(k) Retirement Plan Technology Sponsor, CO $96M 525

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