401(k) Audit Firms in New Mexico
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in New Mexico?
Baker Tilly US, LLP audited 38 New Mexico plans in plan year 2024, the most of any firm. Overall, 82 firms audited 253 plans sponsored in New Mexico; the median audited plan had 297 participants.
Top audit firms for New Mexico plans
| # | Firm | NM plans audited |
|---|---|---|
| 1 | Baker Tilly US, LLP | 38 |
| 2 | Loftis & Lovato Group | 31 |
| 3 | CliftonLarsonAllen LLP | 24 |
| 4 | Redw LLC | 17 |
| 5 | Pulakos CPAS | 12 |
| 6 | SJT Group LLC | 9 |
| 7 | Whitley Penn LLP | 5 |
| 8 | Peltier, Gustafson & Miller, P.A. | 5 |
| 9 | Eide Bailly LLP | 4 |
| 10 | Baldwin Moffitt Behm LLP | 4 |
| 11 | Carr, Riggs & Ingram, LLC | 4 |
| 12 | Beasley, Mitchell & Co. | 4 |
| 13 | Caron & Bletzer, PLLC | 3 |
| 14 | Weaver and Tidwell, LLP | 3 |
| 15 | Fortner Bayens, PC | 3 |
| 16 | Mitchell & Titus, LLP | 2 |
| 17 | BDO USA, P.C. | 2 |
| 18 | KPMG LLP | 2 |
| 19 | Edwards and Leathers, P.C. | 2 |
| 20 | SBNG, PC | 2 |
| 21 | Bluebird CPAS | 2 |
| 22 | Doeren Mayhew Assurance | 2 |
| 23 | CBIZ CPAS P.C. | 2 |
| 24 | Forvis Mazars, LLP | 2 |
| 25 | David Fritschy, CPA | 2 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
New Mexico plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in New Mexico | 253 |
| Audit firms with at least one NM engagement | 82 |
| Median audited plan size (participants) | 297 |
| Share of all U.S. audited plans | 0.3% |
Choosing an audit firm in New Mexico
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 New Mexico 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 New Mexico address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.