401(k) Audit Firms in Utah
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in Utah?
Tanner LLC audited 109 Utah plans in plan year 2024, the most of any firm. Overall, 127 firms audited 718 plans sponsored in Utah; the median audited plan had 367 participants.
Top audit firms for Utah plans
| # | Firm | UT plans audited |
|---|---|---|
| 1 | Tanner LLC | 109 |
| 2 | Eide Bailly LLP | 72 |
| 3 | Richey, May & Co., LLP | 36 |
| 4 | Squire & Company, PC | 33 |
| 5 | Jones Simkins LLC | 29 |
| 6 | Hbme, LLC | 25 |
| 7 | Larson & Company PC | 25 |
| 8 | Traveller & Company LLC | 25 |
| 9 | Bas Partners | 21 |
| 10 | WSRP, LLC | 18 |
| 11 | Cook Martin Poulson, P.C. | 14 |
| 12 | CBIZ CPAS P.C. | 13 |
| 13 | Forvis Mazars, LLP | 13 |
| 14 | Valentine & Caldwell CPAS, PC | 13 |
| 15 | CliftonLarsonAllen LLP | 11 |
| 16 | Deloitte & Touche LLP | 9 |
| 17 | Baker Tilly US, LLP | 9 |
| 18 | Hancock Askew & Co LLP | 9 |
| 19 | Hintonburdick CPAS & Advisors | 9 |
| 20 | BDO USA, P.C. | 8 |
| 21 | Gilbert & Stewart | 8 |
| 22 | K&C, CPAS | 7 |
| 23 | Carver, Florek & James, CPAS | 7 |
| 24 | Haynie & Company | 7 |
| 25 | Crowe LLP | 6 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Utah plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in Utah | 718 |
| Audit firms with at least one UT engagement | 127 |
| Median audited plan size (participants) | 367 |
| Share of all U.S. audited plans | 0.9% |
Choosing an audit firm in Utah
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 Utah 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 Utah address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.