Plan Ledger DOL Form 5500 · updated monthly

SMITH & HOWARD, PCauditor

Employee benefit plan audits · plan year 2024 · page 2

Plans audited · 2024
150

SMITH & HOWARD, PC was named as the independent auditor on 150 large-plan Form 5500 filings for plan year 2024, covering $5.2B in plan assets. 144 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
202515 plans
2024150 plans
2023175 plans
202278 plans
20214 plans
20201 plans
Plans audited by SMITH & HOWARD, PC150
YCHARTS INC. IL$7.4M
RH&A, LLC GA$6.3M
HYDY, INC. IL$4.1M
CADUCEUS HEALTHCARE, INC. GA$2.8M · disclaimer of opinion

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