Applegate and Company, 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 Applegate and Company, PC audit?

Applegate and Company, PC was the independent auditor for 7 retirement plan filings in plan year 2024, with clients in 1 state — the #1,054 practice nationally by volume.

Practice at a glance

Applegate and Company, PC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)46-4405607
Retirement plan audits (401(k), 403(b), pension)7
All audited filings (incl. welfare plans)7
States and territories with clients1
National rank by retirement plan volume#1,054 of 3,956
National rank, all audited filings (league-table basis)#1,144 of 4,052
Average client size (participants)391
Largest client (participants)1,023

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

Where does Applegate and Company, PC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Indiana7100.0%

Largest concentration: Indiana (7 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Applegate and Company, PC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)7100.0%
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 Applegate and Company, PC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Quality Dining, Inc.IN1,023
Monosol, LLCIN417
Itr Concession Company, LLCIN368
Paladin, Inc.IN347
Vanair Manufacturing, Inc.IN270

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Applegate and Company, PC: ranked #1,144 for 401(k) plan audits by 401k Audit Scout, 2026

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About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Applegate and Company, PC (EIN 46-4405607) is named as the plan’s independent qualified public accountant. Applegate and Company, 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.