Adeptus Partners, LLC
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Adeptus Partners, LLC audit?
Adeptus Partners, LLC was the independent auditor for 11 retirement plan filings (12 audited filings including welfare plans) in plan year 2024, with clients in 7 states and territories — the #761 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 20-1835208 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 12 |
| States and territories with clients | 7 |
| National rank by retirement plan volume | #761 of 3,956 |
| National rank, all audited filings (league-table basis) | #757 of 4,052 |
| Average client size (participants) | 332 |
| Largest client (participants) | 424 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Adeptus Partners, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Maryland | 4 | 36.4% |
| New York | 2 | 18.2% |
| California | 1 | 9.1% |
| Connecticut | 1 | 9.1% |
| Washington, D.C. | 1 | 9.1% |
| New Jersey | 1 | 9.1% |
| Pennsylvania | 1 | 9.1% |
Largest concentration: Maryland (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Adeptus Partners, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Adeptus Partners, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Dac Acquisition Company, LLC | MD | 424 |
| Laboratory Institute of Merchandising, Inc. | NY | 417 |
| Cronimet Holdings, Inc. | PA | 400 |
| Adenza, Inc. | CA | 398 |
| Life Benefit Plan | NY | 388 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Adeptus Partners, LLC (EIN 20-1835208) is named as the plan’s independent qualified public accountant. Adeptus Partners, LLC did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.