401(k) Audit Firms in U.S. Virgin Islands
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in U.S. Virgin Islands?
Hbe LLP audited 2 U.S. Virgin Islands plans in plan year 2024, the most of any firm. Overall, 6 firms audited 8 plans sponsored in U.S. Virgin Islands; the median audited plan had 236 participants.
Top audit firms for U.S. Virgin Islands plans
| # | Firm | VI plans audited |
|---|---|---|
| 1 | Hbe LLP | 2 |
| 2 | Bert Smith & Co | 2 |
| 3 | Templeton & Company | 1 |
| 4 | Farber Hass Hurley LLP | 1 |
| 5 | Tawney, PLLC | 1 |
| 6 | Smart Solutions CPA Inc | 1 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
U.S. Virgin Islands plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in U.S. Virgin Islands | 8 |
| Audit firms with at least one VI engagement | 6 |
| Median audited plan size (participants) | 236 |
| Share of all U.S. audited plans | 0.0% |
Choosing an audit firm in U.S. Virgin Islands
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 U.S. Virgin Islands 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 U.S. Virgin Islands address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.