Dodson, Shelton & Nelson, P.A.
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Dodson, Shelton & Nelson, P.A. audit?
Dodson, Shelton & Nelson, P.A. was the independent auditor for 11 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #772 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 56-1684013 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 11 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #772 of 3,956 |
| National rank, all audited filings (league-table basis) | #838 of 4,052 |
| Average client size (participants) | 815 |
| Largest client (participants) | 6,206 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Dodson, Shelton & Nelson, P.A. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| North Carolina | 8 | 72.7% |
| Tennessee | 3 | 27.3% |
Largest concentration: North Carolina (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Dodson, Shelton & Nelson, P.A. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 9 | 81.8% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 18.2% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Dodson, Shelton & Nelson, P.A.
| Plan sponsor | State | Participants |
|---|---|---|
| Tands Inc. | NC | 6,206 |
| Robert E. Mason & Associates, Inc. | NC | 450 |
| Dominion Development Group, LLC | TN | 380 |
| Pya, P.C. | TN | 373 |
| Industries of the Blind, Inc. | NC | 283 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Dodson, Shelton & Nelson, P.A. (EIN 56-1684013) is named as the plan’s independent qualified public accountant. Dodson, Shelton & Nelson, P.A. did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.