About Peggy S. Edge, CPA, LLC
<p>Founded in 1997, Peggy S. Edge, CPA, LLC focuses exclusively on Employee Benefit Plan (EBP) audits rather than general CPA work. The firm has offices in Cedar Park and Austin, serving plan sponsors across the Austin metro and Central Texas.</p> <p>Peggy S. Edge brings over 28 years of public accounting experience, including 18 years with a Big 4 firm. She previously worked at Ernst & Young as the Austin office Practice Leader and Senior Manager of the Employee Benefit Plan Services Group.</p> <p>The practice handles EBP audit work with attention to Department of Labor requirements and the documentation needed for plan compliance. Its differentiator is a long-running, single-service focus on benefit plan audits backed by Big 4 EBP leadership experience.</p> <ul> <li>Employee Benefit Plan (EBP) audits only</li> <li><a href="/auditors/401k">401(k) auditors</a> and other benefit plan audit support</li> <li>Department of Labor compliance-focused audit work</li> <li>Offices in Cedar Park and Austin, Texas</li> </ul>
Website: https://www.peggyedge.com/about/
Founded: 1997
Office Locations
- Cedar Park, TX
- Austin, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $238.2M
- 401(k): 9 plans, $238.2M 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 |
|---|---|---|---|
| TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | TEXAS MEDICAL ASSOCIATION, TX | $62M | 123 |
| AFFINIPAY 401(K) PLAN | AFFINIPAY LLC, TX | $41M | 475 |
| 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | BROWN DISTRIBUTING COMPANY, LTD, TX | $39M | 448 |
| AIRROSTI REHAB CENTERS, LLC 401K PLAN | AIRROSTI REHAB CENTERS LLC., TX | $38M | 663 |
| MCGARRAH JESSEE, LP RETIREMENT PLAN | MJ MANAGEMENT, LLC, TX | $19M | 110 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $17M | 325 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $16M | 203 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $14M | 278 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $11M | 184 |
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