About Windham Brannon, LLC
<p>Founded in 1986, Windham Brannon, LLC works as a CPA and consulting firm from Atlanta, serving the greater Atlanta metro area.</p> <p>The firm handles audit work for organizations and businesses and also supports high-net-worth individuals. As part of the broader mix of <a href="/retirement-plans">retirement plan providers</a>, Windham Brannon is listed here as an audit firm.</p> <p>Windham Brannon is based in Atlanta, Georgia, with its headquarters in Atlanta as well. It also works with clients outside Georgia, including Chattanooga, Tennessee, and Mumbai, India.</p> <p>What sets the firm apart is the blend of traditional CPA services with consulting support under the same roof for clients that operate across multiple markets.</p> <ul> <li>CPA firm with audit and consulting services</li> <li>Founded in 1986</li> <li>Locations: Atlanta, GA; Atlanta, GA (HQ)</li> <li>Works with clients in Atlanta, Chattanooga, and Mumbai</li> </ul>
Website: https://windhambrannon.com/
Founded: 1986
Office Locations
- Atlanta, GA
- Atlanta, GA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 145
- Total AUM Audited: $15.1B
- 401(k): 145 plans, $15.1B 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 |
|---|---|---|---|
| REPUBLIC NATIONAL 401(K) PLAN | REPUBLIC NATIONAL DISTRIBUTING COMPANY, GA | $1.5B | 11,405 |
| INFOR 401(K) SAVINGS PLAN | INFOR (US), INC., GA | $1.1B | 4,466 |
| ROLLINS 401(K) SAVINGS PLAN | ROLLINS, INC & SUBSIDIARIES, GA | $1.1B | 16,088 |
| IHG 401(K) SAVINGS AND RETIREMENT PLAN | SIX CONTINENTS HOTELS, INC., GA | $1.1B | 11,055 |
| PREMIER HEALTHCARE SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | PREMIER HEALTHCARE SOLUTIONS, INC., NC | $742M | 2,764 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $593M | 3,912 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $552M | 9,240 |
| 401(k) Retirement Plan | Professional Services Sponsor, GA | $519M | 7,374 |
| 401(k) Retirement Plan | Technology Sponsor, GA | $480M | 4,181 |
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