401(k) Audit Firms in Kentucky

Last updated · Source data: plan year 2024 Form 5500 filings

Who audits the most 401(k) plans in Kentucky?

Cherry Bekaert LLP audited 108 Kentucky plans in plan year 2024, the most of any firm. Overall, 150 firms audited 830 plans sponsored in Kentucky; the median audited plan had 350 participants.

Most active in Kentucky

Cherry Bekaert LLP

108Kentucky plans audited

Top audit firms for Kentucky plans

Top 25 firms shown. Counts are retirement plan filings (401(k), 403(b), profit-sharing, and pension) whose sponsor address is in Kentucky.

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Kentucky plan audit market at a glance

Kentucky employee benefit plan audits, plan year 2024
MeasureValue
Audited plans sponsored in Kentucky830
Audit firms with at least one KY engagement150
Median audited plan size (participants)350
Share of all U.S. audited plans1.1%

Choosing an audit firm in Kentucky

Engagement volume is the most objective public signal of employee benefit plan audit experience: the Department of Labor’s audit quality study found deficiency rates of 76% among CPAs performing one or two plan audits a year, versus 12% at the largest practices. The table above shows which firms do this work in Kentucky at real volume.

Beyond volume, ask candidate firms about AICPA Employee Benefit Plan Audit Quality Center membership, who staffs the fieldwork, experience with your recordkeeper and payroll systems, and whether the fee assumes an ERISA Section 103(a)(3)(C) election. A Kentucky address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.