Pooler CPA Group, LLC

Employee Benefit Plan Auditor

Memphis, IN

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
  • Memphis, IN (Headquarters)

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

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