Alexander & Williams 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 Alexander & Williams LLC audit?
Alexander & Williams LLC was the independent auditor for 48 retirement plan filings in plan year 2024, with clients in 16 states and territories — the #219 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 84-3798055 |
| Retirement plan audits (401(k), 403(b), pension) | 48 |
| All audited filings (incl. welfare plans) | 48 |
| States and territories with clients | 16 |
| National rank by retirement plan volume | #219 of 3,956 |
| National rank, all audited filings (league-table basis) | #237 of 4,052 |
| Average client size (participants) | 246 |
| Largest client (participants) | 722 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Alexander & Williams LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Texas | 13 | 27.1% |
| California | 8 | 16.7% |
| Missouri | 5 | 10.4% |
| Colorado | 3 | 6.3% |
| Massachusetts | 3 | 6.3% |
| New York | 3 | 6.3% |
| Virginia | 3 | 6.3% |
| Utah | 2 | 4.2% |
| Arizona | 1 | 2.1% |
| Illinois | 1 | 2.1% |
| Kentucky | 1 | 2.1% |
| Michigan | 1 | 2.1% |
| Minnesota | 1 | 2.1% |
| North Carolina | 1 | 2.1% |
| New Jersey | 1 | 2.1% |
| Ohio | 1 | 2.1% |
Largest concentration: Texas (13 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Alexander & Williams LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 47 | 97.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 2.1% |
| 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 Alexander & Williams LLC
| Plan sponsor | State | Participants |
|---|---|---|
| LPMG Holdings, LLC | CO | 722 |
| Lucchese, Inc. | TX | 705 |
| Hopper (USA), Inc. | MA | 482 |
| Easy Living Inc. | MO | 468 |
| Fairwave Holdings LLC | MO | 463 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Alexander & Williams LLC (EIN 84-3798055) is named as the plan’s independent qualified public accountant. Alexander & Williams 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.