Pooler CPA Group, LLC

Employee Benefit Plan Auditor

Memphis, IN

About Pooler CPA Group, LLC

Pooler CPA Group, LLC specializes in 401k plan auditing services across the United States. Led by Shawn Pooler, CPA, the firm provides expert retirement plan audits for organizations in various sectors, including not-for-profit, healthcare, manufacturing, and transportation companies. They have experience with plan assets ranging from $5,000 to over $1 billion.

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).

PlanSponsorAssetsParticipants
HUNTERDON ORTHOPAEDIC INSTITUT 401(K) PROFIT SHARING PLAN & TRUSTHUNTERDON ORTHOPAEDIC INSTITUT, NJ$26M82
HAGERTY CONSULTING INC 401(K) PLANHAGERTY CONSULTING INC, IL$25M394
LG CNS AMERICA INC 401(K) PROFIT SHARING PLAN & TRUSTLG CNS AMERICA INC, NJ$22M268
DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUSTDALLAS RENAL GROUP PA, TX$22M96
USTC GROUP 401(K) PLANUSTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP, NJ$21M347
FCARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUSTFCARCHITECTS INC, PA$19M147
SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUSTSYMPLICITY CORPORATION, VA$18M138
COVARIS LLC 401K PROFIT SHARING PLAN AND TRUSTCOVARIS LLC, MA$14M123
PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUSTPROVIDENT TITLE COMPANY, CA$14M94
ICC, INC. 401(K) PROFIT SHARING PLANICC, INC., MO$11M161
NAEHAS INC 401(K) PROFIT SHARING PLAN & TRUSTNAEHAS INC, CA$10M153
MILES CHEMICAL COMPANY INC 401(K) PROFIT SHARING PLAN & TRUSTMILES CHEMICAL COMPANY INC, CA$9M87
PREMIER INFUSION AND HEALTHCARE SERVICES, INC. 401K PROFIT SHARIPREMIER INFUSION AND HEALTHCARE, CA$9M318
CHROMA SYSTEMS SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUSTCHROMA SYSTEMS SOLUTIONS INC, CA$9M129
POSEIDON LLC 401(K) PROFIT SHARING PLAN & TRUSTPOSEIDON LLC, IN$9M168
COVERT MANUFACTURING, INC. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUSTCOVERT MANUFACTURING, INC., OH$8M221
RELIABLE PARTS, INC. 401(K) PLANRELIABLE PARTS, INC., TX$8M335
OUTRIDER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUSTOUTRIDER TECHNOLOGIES, INC., CO$7M125
BEST CONTRACTING SERVICES, INC. PROFIT SHARING 401(K) PLANBEST CONTRACTING SERVICES, INC., CA$7M87
ELM STREET TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN & TRUSTELM STREET TECHNOLOGY LLC, TX$7M90

Showing top 20 of 42 plans serviced in 2025.

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