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 PLANVENSURE EMPLOYER SERVICES, INC., AZ$982M30,380
THE CHURCHILL COMPANIES RETIREMENT SAVINGS PLANTHE CHURCHILL COMPANIES, MN$217M1,045
AMY'S KITCHEN, INC. 401(K) RETIREMENT PLANAMY'S KITCHEN, INC., CA$159M2,037
EMPOWER HR RETIREMENT SAVINGS PLANEMPOWER HR, LLC, AZ$114M7,792
FLEX TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN AND TRUSTFLEXPRINT, LLC, AZ$114M1,257
Q SERVICES 401(K) PROFIT SHARING PLANQ SERVICES, LLC, KS$112M3,234
INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLANINTUITIVE RESEARCH AND TECHNOLOGY CORPORATION, AL$104M581
MY 401(K) PLANGROUP PLAN SYSTEMS, LLC, OH$103M12,606
GROUP VOYAGERS, INC. EMPLOYEES' 401(K) PLANGROUP VOYAGERS, INC., CO$96M525
VERRA MOBILITY 401(K) PLANVM CONSOLIDATED, INC., AZ$96M1,187
PREFERRED EMPLOYER PLAN IIFIDUCIARY WISE, LLC, AZ$76M1,513
JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLANJBS INTERNATIONAL, INC., MD$74M318
TAKARA BIO USA, INC. 401(K) PROFIT SHARING PLANTAKARA BIO, USA, INC., CA$67M240
MSHS GROUP 401(K) PLANMOTOR-SERVICES HUGO STAMP, INC., FL$67M473
EMPLICITY 401(K) RETIREMENT SAVINGS PLANSTAFFPAY, INC., CA$66M3,170
AVIATION CAPITAL GROUP 401(K) PLANAVIATION CAPITAL GROUP LLC, CA$66M92
IMCD HOLDINGS U.S., INC. 401(K) PLANIMCD HOLDINGS U.S., INC., OH$64M374
IRONWOOD PHYSICIANS 401(K) PLANIRONWOOD PHYSICIANS, AZ$63M517
THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLANTHE PETERSON COMPANIES, VA$62M181
NAMMO US 401(K) PLANNAMMO INCORPORATED, AZ$60M788

Showing top 20 of 225 plans serviced in 2025.

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