Bert Smith & Co
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 Bert Smith & Co audit?
Bert Smith & Co was the independent auditor for 5 retirement plan filings in plan year 2024, with clients in 3 states and territories — the #1,268 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 52-1094722 |
| Retirement plan audits (401(k), 403(b), pension) | 5 |
| All audited filings (incl. welfare plans) | 5 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #1,268 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,380 of 4,052 |
| Average client size (participants) | 173 |
| Largest client (participants) | 211 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Bert Smith & Co audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Washington, D.C. | 2 | 40.0% |
| U.S. Virgin Islands | 2 | 40.0% |
| Maryland | 1 | 20.0% |
Largest concentration: Washington, D.C. (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Bert Smith & Co issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 3 | 60.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 40.0% |
| 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 Bert Smith & Co
| Plan sponsor | State | Participants |
|---|---|---|
| National Association for the Advancement of Colored People | MD | 211 |
| Bread for City, Inc. | DC | 192 |
| The Buccaneer, Inc. | VI | 182 |
| Antilles School, Inc. | VI | 169 |
| National Caucus and Center On Aging Inc | DC | 113 |
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<a href="https://401kauditscout.com/firm/bert-smith-and-co/"><img src="https://401kauditscout.com/badges/bert-smith-and-co.svg" alt="Bert Smith & Co: ranked #1,380 for 401(k) plan audits by 401k Audit Scout, 2026" width="360" height="80" loading="lazy"></a>Please keep the badge unmodified and linked to this profile. Rank reflects engagement volume as filed, not audit quality — see the methodology.
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Bert Smith & Co (EIN 52-1094722) is named as the plan’s independent qualified public accountant. Bert Smith & Co 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.