Aldrich CPAS and 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 and Advisors LLP audit?
Aldrich CPAS and Advisors LLP was the independent auditor for 94 retirement plan filings (95 audited filings including welfare plans) in plan year 2024, with clients in 10 states and territories — the #116 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 93-0623286 |
| Retirement plan audits (401(k), 403(b), pension) | 94 |
| All audited filings (incl. welfare plans) | 95 |
| States and territories with clients | 10 |
| National rank by retirement plan volume | #116 of 3,956 |
| National rank, all audited filings (league-table basis) | #124 of 4,052 |
| Average client size (participants) | 596 |
| Largest client (participants) | 8,230 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Aldrich CPAS and Advisors LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Oregon | 46 | 48.9% |
| California | 24 | 25.5% |
| Washington | 13 | 13.8% |
| Alaska | 4 | 4.3% |
| Florida | 2 | 2.1% |
| Idaho | 1 | 1.1% |
| Mississippi | 1 | 1.1% |
| Nevada | 1 | 1.1% |
| Utah | 1 | 1.1% |
| Virginia | 1 | 1.1% |
Largest concentration: Oregon (46 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Aldrich CPAS and Advisors LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 93 | 98.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 1.1% |
| 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 Aldrich CPAS and Advisors LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Asante | OR | 8,230 |
| Ukpeagvik Inupiat Corporation | AK | 4,377 |
| San Joaquin Valley College, Inc. | CA | 2,708 |
| Coop Shared Services, LLC | ID | 2,687 |
| Consor Engineers, LLC | FL | 1,909 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Aldrich CPAS and Advisors LLP (EIN 93-0623286) is named as the plan’s independent qualified public accountant. Aldrich CPAS and 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.