Menke & Associates’ Atlanta-area office, located in Roswell, Georgia, provides ESOP plan administration and compliance services to employee‑owned companies across Georgia and the Southeastern United States. This office supports companies following ESOP transactions by delivering accurate administration, regulatory compliance, and ongoing participant support.
As one of the nation’s leading ESOP advisory firms, Menke combines specialized plan administration expertise with the depth and scale of a national ESOP platform.
Atlanta ESOP Plan Administration Services
Menke’s Atlanta-based ESOP administration team supports clients throughout the full lifecycle of employee ownership.
Ongoing ESOP Administration & Compliance
ESOP recordkeeping and participant allocations
Annual ESOP administration
Form 5500 preparation and filing support
Section 409(p) compliance testing
Participant statements and reporting
Ongoing ESOP Support
Repurchase obligation tracking and forecasting
Coordination with independent ESOP trustees
Support for annual ESOP valuations (coordination)
Ongoing regulatory and compliance guidance
Serving Atlanta, Georgia & the Southeast
Menke’s Atlanta-area office serves ESOP plan administration clients throughout:
Atlanta
Roswell
Alpharetta
Marietta
Sandy Springs
Greater Georgia
The Southeastern United States
The Atlanta administration team works closely with Menke’s ESOP investment banking, valuation, and legal professionals nationwide to ensure continuity and compliance for employee‑owned companies.
Why ESOP Companies Choose Menke for Administration
Accurate ESOP administration is essential to maintaining compliance and protecting plan participants. Companies choose Menke because:
ESOPs are our exclusive focus
Dedicated ESOP administration expertise
Deep understanding of ERISA and ESOP regulations
Long‑term support beyond the transaction
Atlanta Office Contact Information (Plan Administration)
Menke & Associates – Atlanta ESOP Plan Administration
325 Sheringham Trail
Roswell, GA 30076
📞 (470) 899‑9116
