About Watkins Uiberall, PLLC
<p>Founded in 1971, Watkins Uiberall, PLLC is a CPA firm based in Memphis in the Mid-South region. The firm works with businesses and individuals on accounting, tax, and audit needs, including retirement plan-related engagements.</p> <p>Its team handles Auditing & Attestation projects alongside Tax Compliance & Planning, Consulting, Client Accounting Services, and Business Intelligence. Watkins Uiberall also provides Retirement Plan Administration, supporting ongoing plan operations and reporting.</p> <p>For firms looking for <a href="/auditors/401k">401(k) auditors</a> and related assurance work, Watkins Uiberall brings a mix of audit and plan administration services under one roof, which can simplify coordination across your finance and benefits teams.</p> <p>Phone: 901-761-2720. Website: <a href="https://www.wucpas.com/">https://www.wucpas.com/</a>. For service questions or to connect with Jeffrey L. Thomason, contact the firm directly.</p> <ul> <li>Auditing & Attestation (including retirement plan audit support)</li> <li>Tax Compliance & Planning</li> <li>Consulting and Client Accounting Services</li> <li>Business Intelligence reporting</li> <li>Retirement Plan Administration</li> </ul>
Founded: 1971
Contact Information
Headquarters: 1661 Aaron Brenner Dr, Suite 300, Memphis TN 37027, US
Website: https://www.wucpas.com/
Office Locations
- 1661 Aaron Brenner Dr, Suite 300, Memphis, TN, 37027, US
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 40
- Total AUM Audited: $3.9B
- 401(k): 40 plans, $3.9B 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 |
|---|---|---|---|
| SEDGWICK 401(K) SAVINGS PLAN | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC., TN | $2.2B | 32,276 |
| ADAMS KEEGAN RETIREMENT SAVINGS PLAN | ADAMS KEEGAN INC., TN | $550M | 30,254 |
| SYLVAMO SAVINGS PLAN | SYLVAMO NORTH AMERICA, LLC, TN | $415M | 1,805 |
| BULAB PROFIT SHARING AND 401(K) PLAN | BULAB HOLDINGS, INC., TN | $185M | 453 |
| YOUTH VILLAGES RETIREMENT PLAN | YOUTH VILLAGES, INC., TN | $146M | 3,576 |
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