Aldrich CPAS + Advisors LLP

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 Aldrich CPAS + Advisors LLP audit?

Aldrich CPAS + Advisors LLP was the independent auditor for 1 retirement plan filing in plan year 2024, with clients in 1 state — the #2,432 practice nationally by volume.

Practice at a glance

Aldrich CPAS + Advisors LLP: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)99-0623286
Retirement plan audits (401(k), 403(b), pension)1
All audited filings (incl. welfare plans)1
States and territories with clients1
National rank by retirement plan volume#2,432 of 3,956
National rank, all audited filings (league-table basis)#4,040 of 4,052
Average client size (participants)241
Largest client (participants)241

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where does Aldrich CPAS + Advisors LLP audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Oregon1100.0%

Largest concentration: Oregon (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Aldrich CPAS + Advisors LLP issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)1100.0%
Qualified00.0%
Disclaimer00.0%
Adverse00.0%

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 Aldrich CPAS + Advisors LLP

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Interface Engineering, Inc.OR241

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Aldrich CPAS + Advisors LLP (EIN 99-0623286) is named as the plan’s independent qualified public accountant. Aldrich CPAS + Advisors LLP 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.