About Rose Rock CPAS, PLLC
<p>Founded in 2007, Rose Rock CPAs, PLLC is an audit and accounting firm headquartered in Edmond in the Oklahoma City metro area.</p> <p>The firm was co-founded by Managing Partner Jaena Poppe, CPA, CFE, who leads the team’s assurance work. Rose Rock handles audit and attestation engagements along with day-to-day accounting support for businesses that want financial statements they can use for reporting and decision-making.</p> <p>Beyond assurance, the firm also provides bookkeeping and financial consulting. A practical differentiator is the mix of audit depth and fraud-focused credentials through its managing partner (CFE), which can be helpful when internal controls or transaction issues need extra attention.</p> <ul> <li>Audit and attestation services (including work for <a href="/auditors/401k">401(k) auditors</a> searches)</li> <li>Accounting and bookkeeping support</li> <li>Financial consulting and operational recommendations</li> <li>Locally based support for organizations across the Oklahoma City region</li> </ul>
Website: https://www.roserockcpas.com/
Founded: 2007
Office Locations
- Edmond, OK (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 37
- Total AUM Audited: $1.2B
- 401(k): 37 plans, $1.2B 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CHOCTAW NATION OF OKLAHOMA THRIFT PLAN | CHOCTAW NATION OF OKLAHOMA, OK | $425M | 13,025 |
| DIAMONDBACK E & P LLC 401(K) PLAN | DIAMONDBACK E & P LLC, OK | $251M | 1,028 |
| DELAWARE RESOURCE GROUP OF OKLAHOMA, LLC 401(K) PLAN | DELAWARE RESOURCE GROUP OF OKLAHOMA, LLC, OK | $82M | 1,333 |
| CITIZEN POTAWATOMI NATION EMPLOYEE 401(K) RETIREMENT PLAN | CITIZEN POTAWATOMI NATION, OK | $63M | 2,260 |
| MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | MAMMOTH ENERGY PARTNERS LLC, OK | $41M | 711 |
| 401(k) Retirement Plan | Healthcare Sponsor, OK | $26M | 386 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OK | $21M | 740 |
| 401(k) Retirement Plan | Professional Services Sponsor, OK | $20M | 585 |
| 401(k) Retirement Plan | Technology Sponsor, OK | $18M | 182 |
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