About Peggy S. Edge, CPA, LLC
Peggy S. Edge, CPA, LLC is a highly experienced CPA firm specializing exclusively in Employee Benefit Plan (EBP) audits. Located in Austin, TX, Peggy S. Edge brings over 28 years of public accounting expertise, including 18 years with a Big 4 firm, where she previously served as the Austin office Practice Leader and Senior Manager of the Employee Benefit Plan Services Group at Ernst & Young. Since 1997, Peggy S. Edge, CPA, has been fully dedicated to serving EBP clients, ensuring compliance with Department of Labor requirements and providing substantial value as a trusted business advisor. For expert EBP audit services from an auditor highly versed in rules and regulations, contact Peggy S. Edge, CPA, LLC in Austin today.
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 |
| TANKNOLOGY INC. 401(K) PLAN | TANKNOLOGY INC., TX | $17M | 325 |
| THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | LENDERS PROTECTION, LLC, TX | $16M | 203 |
| VP RACING FUELS, INC. PROFIT SHARING RETIREMENT PLAN | VP RACING FUELS, INC., TX | $14M | 278 |
| VERIFRACT LLC 401(K) PLAN | VERIFRACT LLC DBA REDZONE PRODUCTION SYSTEMS, FL | $11M | 184 |
| WARRIOR 401(K) PLAN | MANPOW, LLC, TX | $6M | 200 |
| SEDERA 401K PLAN | SEDERA, INC., TX | $3M | 67 |
| EBQ RETIREMENT PLAN | EBQ, LLC, TX | $3M | 143 |
| DILIGENT ROBOTICS, INC 401(K) PLAN | DILIGENT ROBOTICS, INC, TX | $2M | 215 |