Plan Ledger DOL Form 5500 · updated monthly

SB & COMPANY, LLCauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
41

SB & COMPANY, LLC was named as the independent auditor on 41 large-plan Form 5500 filings for plan year 2024, covering $37.7B in plan assets. 40 of those audits carried an unmodified (clean) opinion. 1 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
20251 plans
202441 plans
202339 plans
202232 plans
20214 plans
Plans audited by SB & COMPANY, LLC41
GILMAN SCHOOL MD$108.2M
COMMUNITY OF HOPE, INC. DC$11.2M · disclaimer of opinion

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