About Williams Overman Pierce LLP
<p>More than 50 years of work in North Carolina accounting sets the tone at Williams Overman Pierce LLP, now part of Sorren.</p> <p>Based in Raleigh in the Research Triangle, the firm operates as a CPA practice with about 35 employees and works with organizations across North Carolina and the broader Southeast, with added national resources through Sorren.</p> <p>For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, Williams Overman Pierce’s differentiator is the combination of long local roots and access to Sorren’s wider platform, which can help when plans have multi-state operations or need consistent support across locations.</p> <ul> <li>CPA firm with an audit practice</li> <li>Retirement plan audit support for plan sponsors</li> <li>Headquartered in Raleigh, serving the Triangle and statewide</li> <li>Part of Sorren</li> </ul>
Website: https://www.wopcpa.com
Employees: 35
Office Locations
- Raleigh, NC (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 31
- Total AUM Audited: $928.2M
- 401(k): 31 plans, $928.2M 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 |
|---|---|---|---|
| UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN | FLORIDA WOMAN CARE, LLC, FL | $255M | 2,048 |
| UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN | UWH OF THE CAROLINAS, PLLC, FL | $228M | 1,171 |
| CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN | CAPITAL WOMENS CARE, LLC, MD | $147M | 821 |
| CAPITOL BROADCASTING COMPANY, INC RETIREMENT SAVINGS PLAN | CAPITOL BROADCASTING COMPANY, INC., NC | $125M | 481 |
| MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN | MID-ATLANTIC WOMEN'S CARE, P.L.C., VA | $106M | 439 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $97M | 290 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $88M | 712 |
| 401(k) Retirement Plan | Professional Services Sponsor, NC | $79M | 452 |
| 401(k) Retirement Plan | Technology Sponsor, IL | $63M | 269 |
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