Calvetti Ferguson 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 Calvetti Ferguson LLC audit?

Calvetti Ferguson LLC was the independent auditor for 1 retirement plan filing in plan year 2024, with clients in 1 state — the #2,625 practice nationally by volume.

Practice at a glance

Calvetti Ferguson LLC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)13-1255527
Retirement plan audits (401(k), 403(b), pension)1
All audited filings (incl. welfare plans)1
States and territories with clients1
National rank by retirement plan volume#2,625 of 3,956
National rank, all audited filings (league-table basis)#2,560 of 4,052
Average client size (participants)2,042
Largest client (participants)2,042

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

Where does Calvetti Ferguson LLC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Texas1100.0%

Largest concentration: Texas (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Calvetti Ferguson LLC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)1100.0%
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 Calvetti Ferguson LLC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Livanova USA, Inc.TX2,042

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Calvetti Ferguson LLC (EIN 13-1255527) is named as the plan’s independent qualified public accountant. Calvetti Ferguson 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.