About Parsons CPA PLLC
<p>Founded in 2012, Parsons CPA PLLC works from Charlotte in the heart of the Charlotte metro area, providing CPA and business consulting services to local and regional organizations.</p> <p>The firm describes its work as focused on practical financial outcomes such as cash flow, operating efficiency, profitability, and net worth. As an audit-focused provider in the retirement space, Parsons CPA PLLC is listed among <a href="/auditors/401k">401(k) auditors</a> used by plan sponsors that need plan financial statement support.</p> <p>Parsons CPA PLLC’s differentiator is its mix of traditional CPA services with business consulting, which can be helpful for employers that want one firm to handle both accounting needs and plan-related audit coordination.</p> <ul> <li>Audit services for retirement plans</li> <li>CPA services</li> <li>Business consulting</li> <li>Based in Charlotte, North Carolina</li> </ul>
Website: https://www.parsonscpa.com/
Founded: 2012
Office Locations
- Charlotte, NC (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 27
- Total AUM Audited: $656.9M
- 401(k): 27 plans, $656.9M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ERESEARCH TECHNOLOGY 401(K) PLAN | ERESEARCH TECHNOLOGY, INC., PA | $309M | 1,675 |
| AVIDXCHANGE, INC. 401(K) PLAN | AVIDXCHANGE, INC., NC | $120M | 1,771 |
| SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST | SURGICAL SPECIALISTS OF CHARLO, NC | $28M | 83 |
| THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | THE EQUITY TECHNOLOGY GROUP, INC., OH | $25M | 183 |
| CHIP GANASSI RACING TEAMS INC RETIREMENT PLAN | CHIP GANASSI RACING, LLC, IN | $23M | 159 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $14M | 298 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TN | $14M | 171 |
| 401(k) Retirement Plan | Professional Services Sponsor, TN | $11M | 147 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $10M | 142 |
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