Plan Ledger DOL Form 5500 · updated monthly

PBMARES LLPauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
26

PBMARES LLP was named as the independent auditor on 26 large-plan Form 5500 filings for plan year 2024, covering $1.8B in plan assets. 26 of those audits carried an unmodified (clean) opinion.

Audits by year
20251 plans
202426 plans
202324 plans
202221 plans
Plans audited by PBMARES LLP26
MATSON, INC. CA$332.5M
CFA INSTITUTE VA$240.4M
MATSON, INC. CA$50.3M

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