Plan Ledger DOL Form 5500 · updated monthly

LEE CPA AUDIT GROUPauditor

Employee benefit plan audits · plan year 2024 · page 2

Plans audited · 2024
365

LEE CPA AUDIT GROUP was named as the independent auditor on 365 large-plan Form 5500 filings for plan year 2024, covering $5.1B in plan assets. 359 of those audits carried an unmodified (clean) opinion, 1 were qualified. 4 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
202531 plans
2024365 plans
2023364 plans
2022450 plans
20218 plans
20207 plans
Plans audited by LEE CPA AUDIT GROUP365
AGILITECH CA$12.4M
ACT LLC AZ$11.0M
AUCTION EDGE WA$10.5M
TUNEIN, INC. CA$10.5M
EXO, INC. CA$9.5M
ALLYIS WA$9.4M

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