Capital Accounting & Audit, 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 Capital Accounting & Audit, LLC audit?

Capital Accounting & Audit, LLC was the independent auditor for 3 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,698 practice nationally by volume.

Practice at a glance

Capital Accounting & Audit, LLC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)99-2948499
Retirement plan audits (401(k), 403(b), pension)3
All audited filings (incl. welfare plans)3
States and territories with clients2
National rank by retirement plan volume#1,698 of 3,956
National rank, all audited filings (league-table basis)#1,974 of 4,052
Average client size (participants)281
Largest client (participants)483

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

Where does Capital Accounting & Audit, LLC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Illinois266.7%
Texas133.3%

Largest concentration: Illinois (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Capital Accounting & Audit, LLC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)3100.0%
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 Capital Accounting & Audit, LLC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
First Financial Resources, Inc.TX483
Villa Health Care, Inc.IL188
American Central Financial GroupIL173

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Capital Accounting & Audit, LLC (EIN 99-2948499) is named as the plan’s independent qualified public accountant. Capital Accounting & Audit, 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.