Bertz Hess & Co 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 Bertz Hess & Co LLP audit?
Bertz Hess & Co LLP was the independent auditor for 4 retirement plan filings (6 audited filings including welfare plans) in plan year 2024, with clients in 1 state — the #1,442 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-1709427 |
| Retirement plan audits (401(k), 403(b), pension) | 4 |
| All audited filings (incl. welfare plans) | 6 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #1,442 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,206 of 4,052 |
| Average client size (participants) | 210 |
| Largest client (participants) | 290 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Bertz Hess & Co LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 4 | 100.0% |
Largest concentration: Pennsylvania (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Bertz Hess & Co LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 4 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| 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 Bertz Hess & Co LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Gooding Group, LLC | PA | 290 |
| Kleen-Rite Corporation | PA | 243 |
| Kinseys Archery Products, Inc. | PA | 141 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Bertz Hess & Co LLP (EIN 23-1709427) is named as the plan’s independent qualified public accountant. Bertz Hess & Co 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.