Caron & Bletzer, PLLC
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 Caron & Bletzer, PLLC audit?
Caron & Bletzer, PLLC was the independent auditor for 10 retirement plan filings in plan year 2024, with clients in 7 states and territories — the #822 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 04-0349945 |
| Retirement plan audits (401(k), 403(b), pension) | 10 |
| All audited filings (incl. welfare plans) | 10 |
| States and territories with clients | 7 |
| National rank by retirement plan volume | #822 of 3,956 |
| National rank, all audited filings (league-table basis) | #854 of 4,052 |
| Average client size (participants) | 2,545 |
| Largest client (participants) | 17,495 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Caron & Bletzer, PLLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 3 | 30.0% |
| New York | 2 | 20.0% |
| Connecticut | 1 | 10.0% |
| Florida | 1 | 10.0% |
| Michigan | 1 | 10.0% |
| Texas | 1 | 10.0% |
| Virginia | 1 | 10.0% |
Largest concentration: California (3 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Caron & Bletzer, PLLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 10 | 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 Caron & Bletzer, PLLC
| Plan sponsor | State | Participants |
|---|---|---|
| Cgi Technologies and Solutions, Inc. | VA | 17,495 |
| Fdic As Receiver for First Republic Bank | TX | 4,410 |
| ZRS Management, LLC | FL | 2,179 |
| Instabase | CA | 238 |
| Walloon Lake Recovery Lodge, LLC | MI | 228 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Caron & Bletzer, PLLC (EIN 04-0349945) is named as the plan’s independent qualified public accountant. Caron & Bletzer, PLLC 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.