401(k) Audit Firms in North Carolina
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in North Carolina?
Forvis Mazars, LLP audited 217 North Carolina plans in plan year 2024, the most of any firm. Overall, 288 firms audited 1,810 plans sponsored in North Carolina; the median audited plan had 360 participants.
Top audit firms for North Carolina plans
| # | Firm | NC plans audited |
|---|---|---|
| 1 | Forvis Mazars, LLP | 217 |
| 2 | GreerWalker LLP | 93 |
| 3 | Smith Leonard PLLC | 89 |
| 4 | CliftonLarsonAllen LLP | 75 |
| 5 | Bernard Robinson & Company | 71 |
| 6 | Thomas, Judy & Tucker, P.A. | 51 |
| 7 | EisnerAmper LLP | 48 |
| 8 | Cherry Bekaert LLP | 41 |
| 9 | Crowe LLP | 35 |
| 10 | PBMares, LLP | 35 |
| 11 | DMJPS PLLC | 35 |
| 12 | BDO USA, P.C. | 31 |
| 13 | Elliott Group CPAS, PLLC | 31 |
| 14 | Melissa G. Critcher, CPA, PC | 30 |
| 15 | Elliott Davis, LLC | 27 |
| 16 | Batchelor, Tillery & Roberts, LLP | 22 |
| 17 | Williams Overman Pierce, LLP | 21 |
| 18 | Davidson, Holland, Whitesell & Co. | 20 |
| 19 | Carr, Riggs & Ingram, LLC | 19 |
| 20 | AC CPA, PLLC | 19 |
| 21 | RSM US LLP | 18 |
| 22 | Carter, P.C. | 17 |
| 23 | Parsons CPA, PLLC | 16 |
| 24 | Baker Tilly US, LLP | 16 |
| 25 | Long CPA, PLLC | 16 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
North Carolina plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in North Carolina | 1,810 |
| Audit firms with at least one NC engagement | 288 |
| Median audited plan size (participants) | 360 |
| Share of all U.S. audited plans | 2.3% |
Choosing an audit firm in North Carolina
Engagement volume is the most objective public signal of employee benefit plan audit experience: the Department of Labor’s audit quality study found deficiency rates of 76% among CPAs performing one or two plan audits a year, versus 12% at the largest practices. The table above shows which firms do this work in North Carolina at real volume.
Beyond volume, ask candidate firms about AICPA Employee Benefit Plan Audit Quality Center membership, who staffs the fieldwork, experience with your recordkeeper and payroll systems, and whether the fee assumes an ERISA Section 103(a)(3)(C) election. A North Carolina address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.