Plan Ledger DOL Form 5500 · updated monthly

CITRIN COOPERMAN & COMPANY, LLPauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
191

CITRIN COOPERMAN & COMPANY, LLP was named as the independent auditor on 191 large-plan Form 5500 filings for plan year 2024, covering $9.4B in plan assets. 188 of those audits carried an unmodified (clean) opinion, 1 were qualified. 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
2024191 plans
2023143 plans
2022108 plans
20211 plans
20202 plans
Plans audited by CITRIN COOPERMAN & COMPANY, LLP191
PAVION CORP. VA$184.0M
LGC NH$110.1M
BONTERRA, LLC TX$98.2M
ADDEPAR, INC. CA$76.7M
XERO, INC. CO$39.6M

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