Plan Ledger DOL Form 5500 · updated monthly

CBIZ CPA'S P.C.auditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
41

CBIZ CPA'S P.C. was named as the independent auditor on 41 large-plan Form 5500 filings for plan year 2024, covering $2.0B in plan assets. 39 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
20254 plans
202441 plans
202322 plans
20222 plans
20201 plans
Plans audited by CBIZ CPA'S P.C.41
STONEHILL COLLEGE MA$239.9M · disclaimer of opinion
THE MAY INSTITUTE, INC. MA$85.0M · disclaimer of opinion
TRAMEC LLC KS$28.5M
LRK INC. TN$25.6M
DBSI, INC. AZ$9.1M
AKORBI INC. TX$2.9M

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