Plan Ledger DOL Form 5500 · updated monthly

CBIZ CPAS, P.C.auditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
82

CBIZ CPAS, P.C. was named as the independent auditor on 82 large-plan Form 5500 filings for plan year 2024, covering $6.4B in plan assets. 80 of those audits carried an unmodified (clean) opinion, 1 were qualified. 1 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
20253 plans
202482 plans
202383 plans
20222 plans
20212 plans
20202 plans
Plans audited by CBIZ CPAS, P.C.82
WGU CORPORATION UT$532.7M
ISEC, INC. CO$118.2M
MEDLOGIX, LLC PA$27.7M
QUICKEN INC CA$23.0M
BPN, LLP NY$15.3M
WELFARE & PENSION ADM. SERVICES WA$6.4M · qualified audit opinion
HARLEM RBI NY$6.1M
CARING PEOPLE ALLIANCE PA$4.4M · disclaimer of opinion
EPCO, LLC ME$3.2M
ISEC, INC. CO$-5.8M

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