Plan Ledger DOL Form 5500 · updated monthly

MALONEY & NOVOTNY LLCauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
25

MALONEY & NOVOTNY LLC was named as the independent auditor on 25 large-plan Form 5500 filings for plan year 2024, covering $3.6B in plan assets. 22 of those audits carried an unmodified (clean) opinion. 3 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
202425 plans
202326 plans
202231 plans
Plans audited by MALONEY & NOVOTNY LLC25
OHIO WESLEYAN UNIVERSITY OH$194.3M · disclaimer of opinion
UNIVERSITY SCHOOL OH$77.8M · disclaimer of opinion
ZIRCOA, INC. OH$18.3M
LAKE RIDGE ACADEMY OH$17.3M · disclaimer of opinion
ACO, INC. OH$14.6M

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