Agresta, Storms & O'Leary, PC
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 Agresta, Storms & O'Leary, PC audit?
Agresta, Storms & O'Leary, PC was the independent auditor for 5 retirement plan filings in plan year 2024, with clients in 1 state — the #1,262 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 56-2353893 |
| Retirement plan audits (401(k), 403(b), pension) | 5 |
| All audited filings (incl. welfare plans) | 5 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #1,262 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,387 of 4,052 |
| Average client size (participants) | 324 |
| Largest client (participants) | 825 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Agresta, Storms & O'Leary, PC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Indiana | 5 | 100.0% |
Largest concentration: Indiana (5 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Agresta, Storms & O'Leary, PC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 5 | 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 Agresta, Storms & O'Leary, PC
| Plan sponsor | State | Participants |
|---|---|---|
| General Hotels Corporation | IN | 825 |
| Vernet US Corporation | IN | 232 |
| Our Hospice of South Central Ind | IN | 199 |
| C.A.S.E. Construction, Inc. | IN | 186 |
| Alt & Witzig Engineering, Inc. | IN | 179 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Agresta, Storms & O'Leary, PC (EIN 56-2353893) is named as the plan’s independent qualified public accountant. Agresta, Storms & O'Leary, PC 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.