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 |
| ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | ENCOMPASS HEALTH CORPORATION, AL | $1.7B | 26,914 |
| HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN | INTERGRAPH CORPORATION, AL | $1.7B | 4,613 |
| ROPER TECHNOLOGIES, INC. EMPLOYEES' RETIREMENT SAVINGS 004 PLAN | ROPER TECHNOLOGIES, INC., FL | $1.6B | 10,938 |
| UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC, AL | $1.6B | 5,019 |
| VULCAN 401K PLAN | VULCAN MATERIALS COMPANY, AL | $1.5B | 9,218 |
| GPI SAVINGS PLAN | GRAPHIC PACKAGING INTERNATIONAL, LLC, GA | $1.3B | 9,359 |
| ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | ARCH CAPITAL GROUP (U.S.) INC., NJ | $1.3B | 3,978 |
| PULTEGROUP, INC. 401(K) PLAN | PULTEGROUP, INC., GA | $1.3B | 6,941 |
| MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN | MERCEDES-BENZ U.S. INTERNATIONAL, INC., AL | $1.2B | 6,107 |
| SONEPAR USA 401 (K) PLAN | SONEPAR MANAGEMENT US, INC, SC | $1.2B | 10,624 |
| TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN | TROUTMAN PEPPER HAMILTON SANDERS LLP, GA | $1.2B | 2,871 |
| REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | REGIONS FINANCIAL CORPORATION, AL | $1.2B | 257 |
| CHICK-FIL-A, INC. 401(K) PLAN | CHICK-FIL-A, INC., GA | $1.1B | 8,828 |
| AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN | AFLAC INCORPORATED, GA | $1.1B | 5,776 |
| MERCEDES-BENZ USA, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN | MERCEDES-BENZ USA, LLC, GA | $984M | 3,490 |
Showing top 20 of 367 plans serviced in 2025.