Plan Ledger DOL Form 5500 · updated monthly

PBMARES, LLPauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
107

PBMARES, LLP was named as the independent auditor on 107 large-plan Form 5500 filings for plan year 2024, covering $16.6B in plan assets. 101 of those audits carried an unmodified (clean) opinion. 6 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
202510 plans
2024107 plans
202398 plans
2022120 plans
20211 plans
Plans audited by PBMARES, LLP107
RIVERSIDE MANAGEMENT SERVICES, INC. VA$463.2M · disclaimer of opinion
NCINO, INC. NC$110.3M
LIFENET HEALTH VA$105.2M
METHODIST UNIVERSITY NC$63.4M · disclaimer of opinion
NORFOLK ACADEMY VA$61.1M · disclaimer of opinion
HONORBRIDGE NC$31.3M · disclaimer of opinion
CHOWAN UNIVERSITY NC$24.2M · disclaimer of opinion
WHATNOT INC CA$22.7M
NCGCARE, INC. VA$15.1M

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