# Shannon & Associates, LLP
Source: https://planprovider.pro/provider/shannon-and-associates-llp

> Shannon & Associates, LLP is a locally owned Certified Public Accounting firm based in Kent, WA, serving the Puget Sound area. They offer a range of financia…

Employee Benefit Plan Auditor

Kent, WA

## About Shannon & Associates, LLP

Shannon & Associates, LLP is a locally owned Certified Public Accounting firm based in Kent, WA, serving the Puget Sound area. They offer a range of financial services including Accounting & Bookkeeping, Auditing & Assurance, Tax Services & Consulting, Advisory, Benefit Plans & Administration, and Financial Planning. This firm balances the personal relationships of a small firm with the big-picture capabilities of a larger firm. The firm is led by experienced professionals dedicated to clients' long-term success, including Partner and CEO Julie E. Courtney, CPA. Shannon & Associates helps businesses grow by providing trusted expertise and forward-thinking advisory services, ensuring clients understand the financial ramifications of their business decisions.

Website: [https://www.shannon-cpas.com/](https://www.shannon-cpas.com/)

Founded: 1947

Employees: 33

## Office Locations

- Kent, WA (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 31

- Total AUM Audited: $521.5M

- 401(k): 31 plans, $521.5M 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|

| BROOKS 401(K) RETIREMENT SAVINGS PLAN|BROOKS SPORTS, INC., WA|$96M|877|

| AUTO WAREHOUSING COMPANY 401(K) PROFIT SHARING PLAN|AUTO WAREHOUSING COMPANY, WA|$55M|941|

| RESOURCE DATA, INC. 401(K) PLAN|RESOURCE DATA, INC., AK|$38M|219|

| MUTUAL MATERIALS COMPANY SAVINGS PLAN|MUTUAL MATERIALS COMPANY, WA|$35M|355|

| HOLMAN DISTRIBUTION CENTERS 401(K) PROFIT SHARING PLAN|HOLMAN DISTRIBUTION CENTER OF WASHINGTON INC, WA|$33M|1,096|

| WORLDWIDE MEMBERS' MULTIPLE EMPLOYER PLAN|WORLDWIDE BUYING GROUP, WA|$28M|724|

| SOUND FAMILY MEDICINE 401(K) PLAN|SOUND FAMILY MEDICINE, WA|$21M|219|

| KELLEY CREATE CO. 401(K) PROFIT SHARING PLAN|KELLEY CREATE CO., WA|$20M|351|

| GLP ATTORNEYS P.S. INC. 401(K) PLAN|GLP ATTORNEYS, P.S., INC., WA|$19M|128|

| PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN|PUGET SOUND PIPE & SUPPLY CO., INC., WA|$18M|164|

| FREEWAY MOTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST|FREEWAY MOTORS, INC. DBA UNVIERS, WA|$15M|153|

| BLUEHAWK, LLC 401(K) PLAN|BLUEHAWK, LLC, WA|$15M|200|

| CONVOY 401(K) PLAN|GREYPOINT, INC. DBA CONVOY, WA|$14M|—|

| EVIDENT ALLIANCE 401(K) RETIREMENT SAVINGS PLAN|DKEIDEK, FERNYHOUGH, GILE, HAGEL, NOV, & QUICKSTAD, PLLC, WA|$13M|152|

| FUNGI PERFECTI, LLC 401(K) PROFIT SHARING PLAN|FUNGI PERFECTI, LLC, WA|$11M|145|

| CHILDREN'S THERAPY CENTER 403(B) PLAN|CHILDREN'S THERAPY CENTER, WA|$10M|120|

| BCRA, INC. 401(K) RETIREMENT SAVINGS PLAN|BCRA,INC., WA|$10M|59|

| NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN|NATURAL FACTORS NUTRITIONAL PRODUCTS INC., WA|$10M|261|

| ARENA SPORTS INC. 401(K) PROFIT SHARING PLAN AND TRUST|ARENA SPORTS, INC., WA|$9M|121|

| NATIONAL PRODUCTS, INC. 401(K) PLAN AND TRUST|NATIONAL PRODUCTS, INC., WA|$9M|316|

Showing top 20 of 35 plans serviced in 2024.

## Other Employee Benefit Plan Auditors in WA

- [The American Auditors Group, LLC](https://planprovider.pro/provider/the-american-auditors-group-llc) - Spokane, WA

- [Northwest CPA Group PLLC](https://planprovider.pro/provider/northwest-cpa-group-pllc) - Richland, WA

- [Petersen CPAs and Advisors, PLLC](https://planprovider.pro/provider/petersen-cpas-and-advisors-pllc) - Yakima, WA

- [Sharon Schroder, CPA](https://planprovider.pro/provider/sharon-schroder-cpa) - Pierce, WA

- [Anastasi Moore & Martin PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) - Spokane, WA

- [VSH PLLC](https://planprovider.pro/provider/vsh-pllc) - Bellingham, WA

- [Dwyer, Pemberton & Coulson, PC](https://planprovider.pro/provider/dwyer-pemberton-and-coulson-pc) - Tacoma, WA

- [Johnson & Shute, P.S.](https://planprovider.pro/provider/johnson-and-shute-ps) - Bellevue, WA

- [Sabey CPA, LLC](https://planprovider.pro/provider/sabey-cpa-llc) - Fall City, WA

- [Newman Town, PLLC](https://planprovider.pro/provider/newman-town-pllc) - Kirkland, WA

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