Plan Ledger DOL Form 5500 · updated monthly

JASON UNDERWOOD CPA, PLLCauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
39

JASON UNDERWOOD CPA, PLLC was named as the independent auditor on 39 large-plan Form 5500 filings for plan year 2024, covering $686.0M in plan assets. 38 of those audits carried an unmodified (clean) opinion. 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
20255 plans
202439 plans
202335 plans
202244 plans
Plans audited by JASON UNDERWOOD CPA, PLLC39
SURGICOR, LLC TN$26.7M
GIRLS PREPARATORY SCHOOL INC TN$0 · disclaimer of opinion

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