Cathedral CPAS and Advisors, LLP
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 Cathedral CPAS and Advisors, LLP audit?
Cathedral CPAS and Advisors, LLP was the independent auditor for 11 retirement plan filings in plan year 2024, with clients in 8 states and territories — the #766 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 99-2232952 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 11 |
| States and territories with clients | 8 |
| National rank by retirement plan volume | #766 of 3,956 |
| National rank, all audited filings (league-table basis) | #852 of 4,052 |
| Average client size (participants) | 548 |
| Largest client (participants) | 1,693 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Cathedral CPAS and Advisors, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 3 | 27.3% |
| New York | 2 | 18.2% |
| Connecticut | 1 | 9.1% |
| Florida | 1 | 9.1% |
| Massachusetts | 1 | 9.1% |
| Nevada | 1 | 9.1% |
| Texas | 1 | 9.1% |
| Virginia | 1 | 9.1% |
Largest concentration: California (3 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Cathedral CPAS and Advisors, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 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 Cathedral CPAS and Advisors, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Everett Financial, Inc. DBA Supreme Lending | TX | 1,693 |
| Nationwide Mortgage Bankers In | NY | 1,209 |
| Total Mortgage Services, L.L.C | CT | 464 |
| Alcova Mortgage LLC | VA | 454 |
| Mason McDuffie Mortgage Corporation | CA | 376 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Cathedral CPAS and Advisors, LLP (EIN 99-2232952) is named as the plan’s independent qualified public accountant. Cathedral CPAS and Advisors, LLP 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.