Plan Ledger DOL Form 5500 · updated monthly

WIPFLI LLPauditor

Employee benefit plan audits · plan year 2024 · page 3

Plans audited · 2024
537

WIPFLI LLP was named as the independent auditor on 537 large-plan Form 5500 filings for plan year 2024, covering $43.2B in plan assets. 531 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
202529 plans
2024537 plans
2023551 plans
2022627 plans
20216 plans
20205 plans
Plans audited by WIPFLI LLP537
CERTCO, INC. WI$29.3M
PEACH STATE FEDERAL CREDIT UNION GA$23.8M · disclaimer of opinion
KEVIN, INC. ME$23.7M
OPEN BANK CA$23.2M
FORWARD BANK WI$23.1M
STEP FORWARD OH$21.5M
WINSERT LLC WI$19.5M

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