Cassell Plan Audits
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 Cassell Plan Audits audit?
Cassell Plan Audits was the independent auditor for 98 retirement plan filings in plan year 2024, with clients in 13 states and territories — the #109 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 46-2966358 |
| Retirement plan audits (401(k), 403(b), pension) | 98 |
| All audited filings (incl. welfare plans) | 98 |
| States and territories with clients | 13 |
| National rank by retirement plan volume | #109 of 3,956 |
| National rank, all audited filings (league-table basis) | #119 of 4,052 |
| Average client size (participants) | 3,607 |
| Largest client (participants) | 294,352 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Cassell Plan Audits audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Illinois | 78 | 79.6% |
| Texas | 4 | 4.1% |
| Indiana | 3 | 3.1% |
| California | 2 | 2.0% |
| Oregon | 2 | 2.0% |
| Wisconsin | 2 | 2.0% |
| Maryland | 1 | 1.0% |
| Missouri | 1 | 1.0% |
| New York | 1 | 1.0% |
| Ohio | 1 | 1.0% |
| Pennsylvania | 1 | 1.0% |
| Tennessee | 1 | 1.0% |
| Washington | 1 | 1.0% |
Largest concentration: Illinois (78 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Cassell Plan Audits issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 98 | 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 Cassell Plan Audits
| Plan sponsor | State | Participants |
|---|---|---|
| Iti Intermodal, Inc. | IL | 294,352 |
| Ensemble Health Partners Holdings, LLC | OH | 9,876 |
| Senior Lifestyle Corporation | IL | 5,140 |
| Aperion Care, Inc. | IL | 3,464 |
| Ignite Team Partners, LLC | IL | 3,357 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Cassell Plan Audits (EIN 46-2966358) is named as the plan’s independent qualified public accountant. Cassell Plan Audits 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.