Plan Ledger DOL Form 5500 · updated monthly

PENSION ASSURANCE LLPauditor

Employee benefit plan audits · plan year 2024 · page 7

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
ILIA, INC. CA$4.1M
ZETHOS, INC. CA$3.9M
TEZERAKT LLC CA$3.7M
97TH FLOOR UT$3.6M
TAPCART CA$3.1M
HUNTINGTON MEDICAL FOUNDATION CA$3.1M · disclaimer of opinion
UNITED AMERICAN INDIAN INVOLVEMENT, INC. CA$2.9M · disclaimer of opinion
BAMBEE, INC. CA$2.8M
CONSERVATION LEGACY CO$2.8M · disclaimer of opinion
F2 TPS, LLC CA$2.1M
EVISORT INC. CA$1.3M

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