401(k) Audit Firms in Montana
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in Montana?
Eide Bailly LLP audited 54 Montana plans in plan year 2024, the most of any firm. Overall, 46 firms audited 208 plans sponsored in Montana; the median audited plan had 312 participants.
Top audit firms for Montana plans
| # | Firm | MT plans audited |
|---|---|---|
| 1 | Eide Bailly LLP | 54 |
| 2 | Kcoe Isom, LLP | 25 |
| 3 | JCCS, P.C. | 21 |
| 4 | Wipfli LLP | 19 |
| 5 | Baker Tilly US, LLP | 15 |
| 6 | CliftonLarsonAllen LLP | 14 |
| 7 | Douglas Wilson & Co. | 4 |
| 8 | Rudd & Company, PLLC | 4 |
| 9 | Dza PLLC | 3 |
| 10 | Jordahl & Sliter PLLC | 3 |
| 11 | Bluebird CPAS | 2 |
| 12 | Plante & Moran, PLLC | 2 |
| 13 | Forvis Mazars, LLP | 2 |
| 14 | Brady, Martz & Associates, P.C. | 2 |
| 15 | Amatics CPA Group | 2 |
| 16 | Amatics CPA Group | 2 |
| 17 | Carver, Florek & James, CPAS | 2 |
| 18 | Richey, May & Co., LLP | 2 |
| 19 | Newland and Company | 2 |
| 20 | Brock and Company CPAS P.C. | 2 |
| 21 | BDO USA, P.C. | 1 |
| 22 | UHY LLP | 1 |
| 23 | Tanner LLC | 1 |
| 24 | WithumSmith+Brown, PC | 1 |
| 25 | Rekdal Hopkins Howard, PS | 1 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Montana plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in Montana | 208 |
| Audit firms with at least one MT engagement | 46 |
| Median audited plan size (participants) | 312 |
| Share of all U.S. audited plans | 0.3% |
Choosing an audit firm in Montana
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 Montana 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 Montana address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.