About Pattillo, Brown & Hill, LLP
<p>Founded in 1923, Pattillo, Brown & Hill, LLP is a CPA firm with a long history in Central Texas. The firm is headquartered in Waco, in the Waco–Temple–Killeen region.</p> <p>Pattillo, Brown & Hill, LLP works with individuals and businesses on accounting and business consulting needs, with services delivered by Certified Public Accountants.</p> <p>For retirement plans, the firm provides audit support as part of its work as an accounting practice and is listed in this directory as an <a href="/auditors/401k">401(k) auditor</a>. Sponsors that want a local audit team in the Waco area often look for firms that can coordinate closely with plan administrators and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>What sets PB&H apart is its long-standing presence in the region and its mix of accounting and consulting services under one roof.</p> <ul> <li>Founded: 1923</li> <li>Type: Auditor (CPA firm)</li> <li>Headquarters: Waco, Texas</li> <li>Service area: Central Texas (Waco–Temple–Killeen region)</li> </ul>
Website: https://www.pbhcpa.com/
Founded: 2012
Office Locations
- Waco, TX (Headquarters)
- Waco, TX
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 15
- Total AUM Audited: $222.2M
- 401(k): 15 plans, $222.2M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NEIGHBORLY 401(K) PROFIT SHARING PLAN | DWYER FRANCHISING LLC, TX | $72M | 1,582 |
| WACO CARDIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | WACO CARDIOLOGY ASSOCIATES, P.A., TX | $37M | 135 |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | PRESBYTERIAN CHILDREN'S HOMES, TX | $23M | 311 |
| METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN | METHODIST CHILDREN'S HOME, TX | $20M | 364 |
| LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST | M. LIPSITZ & CO., LTD., TX | $20M | 234 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $19M | 89 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $17M | 109 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $13M | 162 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $13M | 22 |
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