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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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