Scott Miller CPA and Associates, P.C.

Employee Benefit Plan Auditor

Lockhart, TX

About Scott Miller CPA and Associates, P.C.

<p>Scott Miller CPA and Associates, P.C. (SMA) is a CPA firm that specializes in providing boutique white glove retirement plan audit services.</p><p>Founded in 2022 and headquartered in Lockhart, Texas just south of the Austin metro and in the BBQ capital of the country, SMA is led by Scott Miller, CPA. SMA is a partner-only firm which ensures that every audit performed is receiving top-notch quality service, an emphasis on clear communication, practical guidance, and efficiency that keeps the disruption to your team to a minimum.</p><p>Because SMA is focused on only retirement plan auditing, clients work with auditors who do this work every day rather than rotating in generalists. That focus, combined with senior-level experience, is what differentiates SMA for plan sponsors that want a straightforward and seamless audit experience.</p><ul><li><p>Retirement plan audits performed exclusively</p></li><li><p>Work is approved by the DOL and the AICPA</p></li><li><p>Experience shaped by 'Big 4' audit foundations</p></li><li><p>Efficient timelines and an education-first approach during the audit</p></li></ul><p></p>

Website: https://www.scottmillercpa.com/

Founded: 2022

Office Locations

  • Lockhart, TX (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 72
  • Total AUM Audited: $860.8M
  • 401(k): 72 plans, $860.8M 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
LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN LABATT FOOD SERVICE, TX $83M 1,586
BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN BROWN & RIDING INSURANCE SERVICES, INC., CA $56M 412
IA AMERICAN WARRANTY, LP 401(K) PLAN IA AMERICAN WARRANTY, LP, TX $49M 643
VERICITY HOLDINGS, INC. 401(K) PLAN VERICITY HOLDINGS, INC., IL $45M 476
AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN AMERICAN-AMICABLE LIFE INSURANCE COMPANY OF TEXAS, TX $27M 271
EPTURA, INC. 401(K) PLAN EPTURA, INC., GA $26M 273
ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN ZIM INDUSTRIES, INC, CA $26M 148
PANTOGRAN LLC DBA CENTER FOR AUTISM AND RELATED DISORDERS 401(K) PLAN PANTOGRAN LLC DBA CENTER FOR AUTISM AND RELATED DISORDERS, FL $24M 2,138
LMC ENTERPRISES MONEY PURCHASE PENSION PLAN LMC ENTERPRISES, CA $22M 121
OSI DIGITAL, INC. 401(K) PLAN OSI DIGITAL,INC., CA $21M 185
KBKG, INC 401(K) PROFIT SHARING PLAN KBKG, INC., CA $18M 138
ANEW CLIMATE, LLC 401(K) PLAN ANEW CLIMATE, LLC, TX $18M 152
HOBAS PIPE USA, INC. 401(K) PROFIT SHARING PLAN HOBAS PIPE USA, INC., TX $18M 134
ARCORO HOLDINGS CORP. PROFIT SHARING PLAN EXAKTIME INNOVATIONS, INC., CA $17M 277
LMC ENTERPRISES 401(K) PLAN LMC ENTERPRISES, CA $17M 134
AWL 401(K) PLAN ALL WEB LEADS, INC., TX $17M 1,240
TECHINSIGHTS USA, INC. 401(K) PLAN TECHINSIGHTS USA, INC., CO $16M 90
ACUITY EYE GROUP 401(K) PLAN CALIFORNIA CLINIC MANAGEMENT, LLC, CA $16M 884
ONE COMMUNITY HEALTH 401(K) PLAN ONE COMMUNITY HEALTH, OR $15M 283
360INSIGHTS (USA) LTD. 401(K) PLAN 360INSIGHTS USA LTD., LA $15M 177
401(k) Retirement Plan Technology Sponsor, TX $15M 254
401(k) Retirement Plan Healthcare Sponsor, CA $14M 289
401(k) Retirement Plan Manufacturing Sponsor, CA $14M 153
401(k) Retirement Plan Professional Services Sponsor, UT $13M 207

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