Plan Ledger DOL Form 5500 · updated monthly

CHERRY BEKAERTauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
77

CHERRY BEKAERT was named as the independent auditor on 77 large-plan Form 5500 filings for plan year 2024, covering $7.1B in plan assets. 75 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
202477 plans
202385 plans
202247 plans
20211 plans
Plans audited by CHERRY BEKAERT77
METROMONT LLC SC$82.2M
ADVISORS ASSET MANAGEMENT, INC. CO$57.3M · qualified audit opinion
KIN INSURANCE IL$20.9M
CURANT INC FL$17.1M
LENSAR, INC. FL$14.1M
ERMI LLC GA$13.5M
SUMMIT2SEA CONSULTING, LLC VA$0 · disclaimer of opinion

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