About Smoak, Davis & Nixon LLP
Smoak, Davis & Nixon LLP is a highly regarded CPA firm in Jacksonville, Florida, with a prestigious history dating back to 1924. As one of Northeast Florida's most established accounting firms, Smoak, Davis & Nixon LLP provides a range of integrated financial and accounting solutions, including audit, assurance, and attestation engagements. The firm is known for its commitment to ethics, diligence, and superior client service, serving private companies, non-profit organizations, and employee benefit plans. Contact Mr. Rob Loverich at their office located at 5011 Gate Pkwy. Bldg 100, Ste 300, Jacksonville, FL 32256, or call (904) 396-5831. Smoak, Davis & Nixon LLP is an independent provider focused on helping organizations reach the next level.
Website: https://www.sdnllp.com/
Founded: 1924
Office Locations
- Jacksonville, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 8
- Total AUM Audited: $218.4M
- 401(k): 8 plans, $218.4M 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 |
|---|---|---|---|
| GATE PETROLEUM COMPANY 401(K) PLAN AND TRUST | GATE PETROLEUM COMPANY, FL | $78M | 2,148 |
| CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN | CANCER SPECIALISTS, LLC, FL | $57M | 452 |
| EPISCOPAL SCHOOL OF JACKSONVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EPISCOPAL SCHOOL OF JACKSONVILLE, INC., FL | $40M | 306 |
| TOM NEHL TRUCK COMPANY EMPLOYEES 401K | TOM NEHL TRUCK COMPANY, FL | $17M | 256 |
| JACKSONVILLE ZOO RETIREMENT PLAN | JACKSONVILLE ZOOLOGICAL SOCIETY, INC., FL | $11M | 283 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $7M | 200 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $5M | 125 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $5M | 121 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $4M | 133 |
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