Robert Russell, CPA, PLLC

Employee Benefit Plan Auditor

Dallas, TX

About Robert Russell, CPA, PLLC

<p>Founded in 2012, Robert Russell, CPA, PLLC works with employee benefit plans alongside non-profit organizations and small businesses.</p> <p>Headquartered in Dallas in the Dallas–Fort Worth metro area, the firm provides audit and attestation services, along with consulting support tied to day-to-day accounting and reporting needs.</p> <p>For retirement plan sponsors, the practice focuses on employee benefit plan work and related assurance services. What sets the firm apart is its mix of benefit plan experience with ongoing work for non-profits and closely held businesses, which can be helpful for organizations with complex reporting requirements.</p> <ul> <li>Employee benefit plan audits and attestation work</li> <li>Audit and assurance services for non-profit organizations</li> <li>Accounting services for small businesses</li> <li>Consulting support related to financial reporting and controls</li> <li>Dallas–Fort Worth area coverage from its Dallas headquarters</li> </ul>

Website: https://www.cpadallas-tx.com/

Founded: 2012

Office Locations

  • Dallas, TX (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 2
  • Total AUM Audited: $26.8M
  • 401(k): 2 plans, $26.8M 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
BARRETT DAFFIN FRAPPIER TURNER & ENGEL, LLP 401(K) PLAN BARRETT DAFFIN FRAPPIER TURNER & ENGEL, LLP, TX $16M 120
SRS REAL ESTATE PARTNERS 401K PLAN SRS REAL ESTATE PARTNERS, LLC, TX $11M 125

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