Pivot CPAs

Employee Benefit Plan Auditor

Ponte Vedra Beach, FL

About Pivot CPAs

<p>Founded in 2012, Pivot CPAs is a locally owned CPA firm headquartered in Ponte Vedra Beach in the Jacksonville area, with an additional office in Gainesville.</p> <p>The firm provides audit and assurance services along with tax and accounting support for businesses and organizations across Northeast Florida. Pivot CPAs also runs business advisory and family office services for clients that want help beyond year-end compliance work.</p> <p>Pivot CPAs uses the tagline “Beyond Accounting. Beyond Compare,” and is an alliance partner with BDO, which gives the firm access to national resources while keeping day-to-day service local.</p> <p>What sets Pivot CPAs apart is the combination of a Northeast Florida footprint and a BDO alliance that expands its technical resources.</p> <ul> <li>Auditor services through its assurance practice</li> <li>Tax planning and preparation</li> <li>Accounting and financial reporting support</li> <li>Business advisory services</li> <li>Family office services</li> </ul>

Website: https://www.pivotcpas.com/

Founded: 2012

Office Locations

  • Ponte Vedra Beach, FL (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 28
  • Total AUM Audited: $1.7B
  • 401(k): 28 plans, $1.7B 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).

PlanSponsorAssetsParticipants
ASSUREDPARTNERS 401(K) PLANASSUREDPARTNERS, INC., FL$1.1B9,755
BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUSTBORLAND-GROOVER CLINIC, P.A., FL$127M820
DREAM FINDERS HOMES 401(K) PLANDREAM FINDERS HOMES, LLC, FL$98M1,573
THE SUDDATH COMPANIES RETIREMENT SAVINGS PLANTHE SUDDATH COMPANIES, FL$90M1,719
SAFARILAND, LLC 401(K) RETIREMENT PLANSAFARILAND, LLC, FL$89M891
SCIENS BUILDING SOLUTIONS 401(K) PLANSCIENS BUILDING SOLUTIONS, LLC, CA$73M1,901
BSF PROFIT SHARING AND EMPLOYEE SAVINGS PLANBEAVER STREET FISHERIES LLC, FL$35M227
STENNER PUMP COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTSTENNER PUMP COMPANY, INC., FL$32M105
US ASSURE INSURANCE SERVICES OF FLORIDA, INC. 401 (K) PROFIT SHARING PLANUS ASSURE INSURANCE SERVICES OF FLORIDA, INC., FL$28M168
AMPORTS 401(K) PLANAMPORTS, INC., FL$26M579
SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUSTSOUTHEAST ORTHOPEDIC SPECIALISTS, LLC, FL$25M148
FARAH AND FARAH, P.A. 401(K) SAVINGS PLANFARAH & FARAH, P.A., FL$22M411
MOBRO MARINE, INC. 401(K) PLANMOBRO MARINE, INC., FL$15M97
TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUSTTOTAL MILITARY MANAGEMENT, INC., FL$13M276
VENUS FASHION, INC. RETIREMENT BENEFITS PLANVENUS FASHION, INC., FL$12M195
INTECROWD LLC 401(K) PLANINTECROWD LLC, FL$12M182
IVENTURE SOLUTIONS, INC. 401K P/S PLANIVENTURE SOLUTIONS, INC., FL$12M177
STENNER PUMP COMPANY, INC. RETIREMENT SAVINGS PLANSTENNER PUMP COMPANY, INC., FL$11M113
LANDSOUTH CONSTRUCTION, LLC 401(K) PROFIT SHARING PLANLANDSOUTH CONSTRUCTION, LLC, FL$10M90
MAJORITY STRATEGIES 401(K) PLANMAJORITY STRATEGIES LLC, FL$10M130

Showing top 20 of 29 plans serviced in 2024.

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