Plan Ledger DOL Form 5500 · updated monthly

BPM LLPauditor

Employee benefit plan audits · plan year 2024 · page 2

Plans audited · 2024
135

BPM LLP was named as the independent auditor on 135 large-plan Form 5500 filings for plan year 2024, covering $12.9B in plan assets. 132 of those audits carried an unmodified (clean) opinion. 2 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
20252 plans
2024135 plans
2023141 plans
2022179 plans
20213 plans
20203 plans
Plans audited by BPM LLP135
VISTABILITY CA$10.8M
AISERA, INC. CA$8.4M
SPIRE INC CA$8.4M
QUETICO, LLC CA$7.1M
RANKER, INC CA$4.8M
FORIS, INC. FL$4.2M

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