Plan Ledger DOL Form 5500 · updated monthly

TEMPLETON & COMPANY, LLPauditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
57

TEMPLETON & COMPANY, LLP was named as the independent auditor on 57 large-plan Form 5500 filings for plan year 2024, covering $1.9B in plan assets. 55 of those audits carried an unmodified (clean) opinion. 2 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
20254 plans
202457 plans
202354 plans
202260 plans
20213 plans
20203 plans
Plans audited by TEMPLETON & COMPANY, LLP57
WATSCO, INC. FL$562.1M
PENTEGRA SERVICES, INC. NY$19.0M · disclaimer of opinion
PENTEGRA SERVICES, INC. NY$5.5M · disclaimer of opinion

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