About Scott Miller CPA & Associates Inc.
<p>Big 4 audit experience without the Big 4 price tag is the idea behind Scott Miller CPA & Associates Inc. The firm is known as SMA and works only on retirement plan audits.</p> <p>Founded in 2012 and headquartered in Lockhart, just south of the Austin metro, SMA is led by CPA Scott R. Miller. The team runs audits with an emphasis on clear communication, practical guidance, and a schedule that keeps the disruption to your staff to a minimum.</p> <p>Because the practice is limited to benefit plan auditing, clients work with auditors who do this work every day rather than rotating in generalists. That focus, combined with senior-level oversight, is what differentiates SMA for plan sponsors that want a straightforward audit process.</p> <ul> <li>Retirement plan audits performed exclusively</li> <li>Audit leadership from CPA Scott R. Miller</li> <li>Experience shaped by Big 4 audit training</li> <li>Efficient timelines and an education-first approach during the audit</li> <li>Works with plan sponsors looking for <a href="/retirement-plans">retirement plan providers</a> support</li> </ul>
Website: https://scottmillercpa.com/
Founded: 2012
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 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $26M | 273 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $26M | 148 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $24M | 2,138 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $22M | 121 |
🔒 Want to unlock and download Scott Miller CPA & Associates Inc.'s client list?
Subscribe to Basic or Premium today to reveal and download all 71 client plans.
Subscribe Today