Plan Ledger DOL Form 5500 · updated monthly

BLAZEK & VETTERLINGauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
29

BLAZEK & VETTERLING was named as the independent auditor on 29 large-plan Form 5500 filings for plan year 2024, covering $764.3M in plan assets. 18 of those audits carried an unmodified (clean) opinion. 11 received a disclaimer of opinion, which is common for plans electing the limited-scope (ERISA 103(a)(3)(C)) audit rather than a sign of trouble.

Audits by year
20251 plans
202429 plans
202333 plans
202234 plans
Plans audited by BLAZEK & VETTERLING29
ST. JOHN'S SCHOOL TX$130.8M · disclaimer of opinion
THE KINKAID SCHOOL, INC. TX$83.4M · disclaimer of opinion
THE AWTY INTERNATIONAL SCHOOL TX$49.5M · disclaimer of opinion
THE JOHN COOPER SCHOOL TX$47.4M · disclaimer of opinion
PRESBYTERIAN SCHOOL TX$22.3M · disclaimer of opinion
THE EMERY WEINER CENTER FOR JEWISH EDUCATION TX$13.4M · disclaimer of opinion
EVELYN RUBENSTEIN JEWISH COMMU TX$12.8M · disclaimer of opinion
HOUSTON ACADEMY OF MEDICINE - TX MED CTR LIBRARY TX$12.0M · disclaimer of opinion
THE BRIARWOOD SCHOOL TX$8.6M · disclaimer of opinion
HOUSTON GRAND OPERA, INC. TX$8.1M · disclaimer of opinion
COLLABORATIVE FOR CHILDREN TX$2.6M · disclaimer of opinion

Source: DOL Form 5500 Schedule H accountant information, plan year 2024. Firm names appear as reported by plan sponsors.