Carver, Florek & James, CPAS
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 Carver, Florek & James, CPAS audit?
Carver, Florek & James, CPAS was the independent auditor for 13 retirement plan filings in plan year 2024, with clients in 4 states and territories — the #689 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 52-2408237 |
| Retirement plan audits (401(k), 403(b), pension) | 13 |
| All audited filings (incl. welfare plans) | 13 |
| States and territories with clients | 4 |
| National rank by retirement plan volume | #689 of 3,956 |
| National rank, all audited filings (league-table basis) | #739 of 4,052 |
| Average client size (participants) | 824 |
| Largest client (participants) | 2,923 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Carver, Florek & James, CPAS audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Utah | 7 | 53.8% |
| Idaho | 2 | 15.4% |
| Montana | 2 | 15.4% |
| Wyoming | 2 | 15.4% |
Largest concentration: Utah (7 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Carver, Florek & James, CPAS issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 10 | 76.9% |
| Qualified | 1 | 7.7% |
| Disclaimer | 2 | 15.4% |
| 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 Carver, Florek & James, CPAS
| Plan sponsor | State | Participants |
|---|---|---|
| Afs Holdings, Inc. | UT | 2,923 |
| Lifetime Products, Inc. | UT | 2,136 |
| Ridley's Food Corporation | ID | 2,089 |
| Campbell Companies | UT | 776 |
| Bou Bancorp, Inc. | UT | 508 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Carver, Florek & James, CPAS (EIN 52-2408237) is named as the plan’s independent qualified public accountant. Carver, Florek & James, CPAS 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.