About Warren Averett, LLC
<p>Founded in 1957, Warren Averett is a CPA firm with audit and accounting roots and a broad set of advisory lines. The firm is headquartered in Birmingham, in the heart of central Alabama and the Birmingham metro area.</p> <p>For retirement plans, Warren Averett works alongside other <a href="/retirement-plans">retirement plan providers</a> and plan sponsors that need a CPA firm for plan-related financial reporting and audit support. Its reach extends across the Southeast, and the firm also works with clients in all 50 states and 36 countries.</p> <p>Warren Averett is best known for combining traditional accounting with in-house teams that cover technology, HR, and business advisory work, which can be useful when plan sponsors want related services under one roof.</p> <ul> <li>CPA firm founded in 1957</li> <li>Headquarters: Birmingham, Alabama (Birmingham metro)</li> <li>Professionals: 750+</li> <li>Service lines: Traditional Accounting, Corporate Advisory, Technology Solutions, HR Solutions, Client Accounting Services, and Personal Services</li> <li>Client footprint: all 50 states and 36 countries</li> </ul>
Website: https://warrenaverett.com/
Founded: 1957
Office Locations
- Birmingham, AL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 367
- Total AUM Audited: $72.1B
- 401(k): 367 plans, $72.1B AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| THE SOUTHERN COMPANY PENSION PLAN | SOUTHERN COMPANY SERVICES, INC., GA | $15.0B | 26,369 |
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN | SOUTHERN COMPANY SERVICES, INC., GA | $9.3B | 28,079 |
| GLOBAL PAYMENTS INC. 401(K) PLAN | GLOBAL PAYMENTS INC., GA | $2.3B | 13,174 |
| NRG AFFILIATES EMPLOYEE SAVINGS PLAN | NRG AFFILIATE SERVICES, INC, NJ | $2.3B | 11,745 |
| SHAW INDUSTRIES GROUP, INC. RETIREMENT SAVINGS PLAN | SHAW INDUSTRIES GROUP, INC., GA | $1.7B | 16,672 |
| 401(k) Retirement Plan | Healthcare Sponsor, AL | $1.7B | 26,914 |
| 401(k) Retirement Plan | Manufacturing Sponsor, AL | $1.7B | 4,613 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $1.6B | 10,938 |
| 403(b) Retirement Plan | Technology Sponsor, AL | $1.6B | 5,019 |
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