About Rozier, McKay & Willis
<p>In Central Louisiana, Rozier, McKay & Willis runs its CPA practice from Alexandria in the Alexandria metro area. Founded in 2012, the firm works with a mix of businesses that need steady support across accounting, tax, and audit work.</p> <p>As an <a href="/auditors/401k">401(k) auditor</a> and broader audit provider, Rozier, McKay & Willis handles employee benefit plan audit services alongside its core public accounting offerings. The team also provides taxation and business consulting services, giving clients a single firm for year-round needs.</p> <p>Steven E. Kimball, CPA, is a key contact and partner. He joined the firm in 1999 and became a partner in 2014. Kimball is the designated partner in charge of employee benefit plan service quality at the firm.</p> <p>What differentiates Rozier, McKay & Willis is having a named partner responsible for employee benefit plan quality control, which helps keep plan audit work consistent for employers in the region.</p> <ul> <li>Employee benefit plan audit services</li> <li><a href="/auditors/401k">401(k) audits</a></li> <li>Tax preparation and tax planning</li> <li>Accounting services</li> <li>Business consulting</li> </ul>
Website: https://cenlacpas.com/
Founded: 2012
Office Locations
- Alexandria, LA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $73.2M
- 401(k): 7 plans, $73.2M 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 |
|---|---|---|---|
| HEARD, MCELROY & VESTAL, L.L.C. 401(K) PROFIT SHARING PLAN | HEARD MCELROY & VESTAL, L.L.C., LA | $29M | 155 |
| WHOLESALE ELECTRIC SUPPLY COMPANY INC. EMPLOYEE STOCK OWNERSHIP PLAN | WHOLESALE ELECTRIC SUPPLY CO., INC., TX | $24M | 486 |
| TERRAL RIVERSERVICE INC 401(K) PLAN | TERRAL RIVERSERVICE INC., LA | $24M | 486 |
| WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | WHOLESALE ELECTRIC SUPPLY CO., INC., TX | $16M | 662 |
| ETHEREDGE ELECTRIC COMPANY, LLC PROFIT SHARING PLAN | ETHEREDGE ELECTRIC COMPANY, LLC, LA | $14M | 114 |
| 401(k) Retirement Plan | Healthcare Sponsor, LA | $11M | 348 |
| 401(k) Retirement Plan | Manufacturing Sponsor, LA | $10M | 184 |
| 401(k) Retirement Plan | Professional Services Sponsor, LA | $8M | 337 |
| 401(k) Retirement Plan | Technology Sponsor, LA | $5M | 185 |
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