TEMPLETON & COMPANYauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024

116

TEMPLETON & COMPANY was named as the independent auditor on 116 large-plan Form 5500 filings for plan year 2024, covering $5.4B in plan assets. 115 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
202514 plans
2024116 plans
202392 plans
2022111 plans
20211 plans
20202 plans

Plans audited by TEMPLETON & COMPANY116
PLAN PROFESSIONALS, LLC NJ$1.5B
PLAN PROFESSIONALS, LLC NJ$649.8M
PLAN PROFESSIONALS, LLC NJ$464.9M
PLAN PROFESSIONALS, LLC NJ$354.3M
EMPLOYER FLEXIBLE TX$215.0M
PLAN PROFESSIONALS, LLC NJ$144.8M
SECURE HORIZONS RETIREMENT PLAN LLC FL$139.0M
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. IL$136.0M
PLAN PROFESSIONALS, LLC NJ$129.0M
TEXO ABC/AGC, INC. TX$116.8M
XMT SERVICES, INC. MD$92.8M
AVMA LIFE TRUST, LLC IL$74.7M
PREMIER DISTRIBUTION COOPERATIVE, INC. IL$66.4M
PLAN PROFESSIONALS, LLC NJ$62.5M
AMERICAN TCS FIDUCIARY SERVICES, LLC PA$58.6M
LIKEWIZE CORP. TX$56.5M
ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER DE$55.1M
TEAMWORK SERVICES, INC. GA$53.9M
TRANSAMERICA CORPORATION IA$53.0M
PLAN PROFESSIONALS, LLC NJ$52.2M
TRANSAMERICA CORPORATION IA$47.0M
LEISURE CARE, LLC WA$45.1M
AMERICAN TCS FIDUCIARY SERVICES, LLC PA$41.7M
1 SOURCE BUSINESS SOLUTIONS, LLC UT$41.5M
PLAN PROFESSIONALS, LLC NJ$39.9M
HR DELIVERED LLC FL$37.9M
NESTEGGS RETIREMENT PLAN SERVICES, INC. FL$37.4M
ABC OF IOWA IA$34.3M
EARL ENTERPRISES CORPORATE, LLC FL$33.1M
ORTHO BENEFITS CORP FL$29.5M
ABZENA SAN DIEGO INC. CA$25.2M
COLONIAL MANAGEMENT GROUP, LP FL$23.6M
CENTRALREACH, LLC FL$23.4M
MICHAEL VAN VALKENBURGH ASSOCIATES, INC. MA$23.4M
CHOICE EMPLOYER SOLUTIONS, INC. FL$21.9M
MEDICAL SOCIETY OF DELAWARE DE$20.8M
INSTITUTE OF MANAGEMENT ACCOUNTANTS INC NJ$20.5M
BIOMATRIX SPECIALTY PHARMACY, LLC FL$19.9M
ZYNEX, INC. CO$19.8M
NESTEGGS RETIREMENT PLAN SERVICES, INC. FL$19.6M
TOYOTA TSUSHO AMERICA, INC. NY$19.1M
PLAN PROFESSIONALS, LLC NJ$18.9M
PLAN PROFESSIONALS, LLC NJ$16.6M
INTEGRA REALTY RESOURCES, INC CO$16.5M
OKLAHOMA CHAPTER, BUILDERS DIVISION OF AGC OF AMERICA, INC. OK$13.2M
ORTHO BENEFITS CORP FL$13.2M · disclaimer of opinion
MOMENTA, INC. CA$13.0M
BONIFACE & COMPANY, INC. FL$12.0M
STRIDES PHARMA, INC. NJ$11.7M
SUGARIGHT, LLC PA$11.7M
MEGA CONTRACTING GROUP LLC NY$11.5M
PRINT & GRAPHIC COMMUNICAOTN ASSOCI NY$11.5M
BROADMEAD, INC. MD$11.5M
OXYGEN DEVELOPMENT LLC FL$11.4M
MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC. MS$10.2M
PENTEGRA SERVICES, INC. NY$9.8M
PRESIDIO EMPLOYEE CO LLC TX$9.7M
MEISNER ELECTRIC, INC. FL$9.4M
FOUNDCARE, INC. FL$8.1M
ROYAL BATHS MANUFACTURING CO. TX$7.9M
ASSOCIATED GENERAL CONTRACTORS OF MISSOURI MO$7.4M
DICELLO LEVITT LLP OH$7.3M
OPTOMETRIC MANAGEMENT GROUP, LLC OH$6.3M
JOINK, LLC IN$6.2M
EARLY LEARNING COALITION OF PALM BEACH COUNTY FL$6.1M
EARLY LEARNING COALITION OF PALM BEACH COUNTY FL$6.0M
L.P.M. HOLDING COMPANY, INC. MA$6.0M
CAPITAL HEALTHCARE, PC VA$5.9M
COMMUNITIES IN SCHOOLS OF SAN ANTONIO TX$5.7M
TRIO ELECTRIC, LTD. TX$5.2M
HOME EXPERIENCE LLC IL$5.1M
THE INSTITUTE OF CULINARY EDUCATION, INC. NY$4.8M
STELLAR SENIOR LIVING, LLC UT$4.7M
DONALD MARTENS AND SONS AMBULANCE SERVICES, INC. OH$4.3M
LUMINA SOLAR, INC. MD$4.3M
AUTO MALL 46, INC. NJ$4.1M
AVANTS OPERATIONS, LLC GA$4.0M
23 BOTTLES OF BEER LLC CA$3.8M
REEDMARK ADVISERS LLC NJ$3.6M
HILL VALLEY HEALTHCARE, LLC NY$3.5M
JUPITER CHRISTIAN SCHOOL, INC. FL$3.3M
PRIORITY HR I LLC FL$3.3M
NIRVANA REVENUE MANAGEMENT NJ$2.9M
CAPITAL HEALTHCARE MSO, INC. VA$2.0M
TIER-ONE PROPERTY SERVICES, LLC TX$1.9M
GRAIN TO GREEN, INC DBA PIZZA PORT BREWING COMPANY CA$1.5M
WHITE SPACE DESIGN, INC. FL$1.4M
ENGAGING SOLUTIONS, LLC IN$1.2M
CAROLINA THERAPEUTIC SERVICES, INC. NC$1.0M
TIE, LLC DBA CHICK-FIL-A AT ST. AUGUSTINE FL$898K
SOUTH BAY CARGO, LLC CA$764K
SUMMERSET MARINE CONSTRUCTION, L.L.C WI$680K
MODEL LOGISTICS LLC OH$456K
BEHAVIORAL TRANSFORMATIONS, LLC TX$447K
JAGR HQ LLC NY$439K
JOHNSON RESTAURANT GROUP, INC. WY$335K
PRECISE LOGISTICAL SERVICES INC. SC$334K
O.C. GILLETTE, LLC WY$272K
ER TRAVEL LLC FL$212K
MOGO LOGISTICS TX$210K

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