Plan Ledger DOL Form 5500 · updated monthly

PENSION ASSURANCE LLPauditor

Employee benefit plan audits · plan year 2024 · page 6

Plans audited · 2024
756

PENSION ASSURANCE LLP was named as the independent auditor on 756 large-plan Form 5500 filings for plan year 2024, covering $28.9B in plan assets. 731 of those audits carried an unmodified (clean) opinion. 25 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
2025125 plans
2024756 plans
2023696 plans
2022733 plans
20214 plans
20207 plans
Plans audited by PENSION ASSURANCE LLP756
EVOFEM, INC. CA$7.5M
ZEVIA PBC CA$7.5M
REAL SERVICES, INC. IN$7.5M · disclaimer of opinion
SKYRYSE CA$7.4M
SWIFTLY, INC CA$7.4M
NAUTO, INC. CA$7.3M
SKILLJAR WA$7.0M
MOTHER LLC CA$6.6M
LILT, INC. CA$6.0M
ALTERNATIVE FAMILY SERVICES, INC. CA$6.0M · disclaimer of opinion
ISSA, LLC AZ$5.9M
ACUITYCFO GA$5.2M

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