About Pooler CPA Group, LLC
<p>Founded in 2012, Pooler CPA Group, LLC focuses on retirement plan audits for employers with 401(k) plans.</p> <p>Headquartered in Memphis, Indiana, the firm works with plan sponsors across the United States and serves clients in a mix of industries, including not-for-profit organizations, healthcare, manufacturing, and transportation.</p> <p>Audit work is led by Shawn Pooler, CPA. The firm has handled plans with assets from $5,000 to more than $1 billion, which helps it fit both smaller plans and larger, more complex engagements. A key differentiator is the firm’s narrow focus on retirement plan auditing rather than general-purpose attest work.</p> <p>Organizations looking for <a href="/auditors/401k">401(k) auditors</a> can use Pooler CPA Group for ERISA plan audit support and related audit deliverables.</p> <ul> <li>Retirement plan and 401(k) audits</li> <li>ERISA audit fieldwork, testing, and reporting</li> <li>Industry experience: not-for-profit, healthcare, manufacturing, transportation</li> <li>Works with plans ranging from $5,000 to over $1 billion in assets</li> </ul>
Website: https://www.poolercpa.com/
Founded: 2012
Office Locations
- Memphis, IN (Headquarters)
- Memphis, IN
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 36
- Total AUM Audited: $300.1M
- 401(k): 36 plans, $300.1M 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 |
|---|---|---|---|
| HUNTERDON ORTHOPAEDIC INSTITUT 401(K) PROFIT SHARING PLAN & TRUST | HUNTERDON ORTHOPAEDIC INSTITUT, NJ | $26M | 82 |
| HAGERTY CONSULTING INC 401(K) PLAN | HAGERTY CONSULTING INC, IL | $25M | 394 |
| LG CNS AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST | LG CNS AMERICA INC, NJ | $22M | 268 |
| DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST | DALLAS RENAL GROUP PA, TX | $22M | 96 |
| USTC GROUP 401(K) PLAN | USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP, NJ | $21M | 347 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $19M | 147 |
| 401(k) Retirement Plan | Manufacturing Sponsor, VA | $18M | 138 |
| 401(k) Retirement Plan | Professional Services Sponsor, OH | $16M | 132 |
| 401(k) Retirement Plan | Technology Sponsor, MA | $14M | 123 |
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