Plan Ledger DOL Form 5500 · updated monthly

KIMBERLIN COMPANY, PLLCauditor

Employee benefit plan audits · plan year 2024 · page 2

Plans audited · 2024
155

KIMBERLIN COMPANY, PLLC was named as the independent auditor on 155 large-plan Form 5500 filings for plan year 2024, covering $2.0B in plan assets. 152 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
202550 plans
2024155 plans
2023141 plans
2022198 plans
20201 plans
20191 plans
Plans audited by KIMBERLIN COMPANY, PLLC155
S2C MANAGEMENT, LLC TX$3.0M · qualified audit opinion
TACTIS, LLC DC$2.4M
Q VEST, INC. TX$2.1M
KAEKO, INC. AZ$1.4M
RED OAK LLC AZ$845K

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