Plan Ledger DOL Form 5500 · updated monthly

LBMC, PCauditor

Employee benefit plan audits · plan year 2024 · page 2

Plans audited · 2024
265

LBMC, PC was named as the independent auditor on 265 large-plan Form 5500 filings for plan year 2024, covering $26.0B in plan assets. 263 of those audits carried an unmodified (clean) opinion. 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
202514 plans
2024265 plans
2023276 plans
2022310 plans
20191 plans
Plans audited by LBMC, PC265
TECHLAB, INC. VA$18.7M
IVCI, LLC NY$12.4M
CAASTLE, INC. NY$10.9M

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