Connolly Steele & Company

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 Connolly Steele & Company audit?

Connolly Steele & Company was the independent auditor for 3 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,713 practice nationally by volume.

Practice at a glance

Connolly Steele & Company: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)25-1767399
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#1,713 of 3,956
National rank, all audited filings (league-table basis)#1,737 of 4,052
Average client size (participants)755
Largest client (participants)1,574

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

Where does Connolly Steele & Company audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Pennsylvania266.7%
New Jersey133.3%

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

What audit opinions does Connolly Steele & Company 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 Connolly Steele & Company

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Pinnacle Treatment Centers, Inc.NJ1,574
Lincoln Learning SolutionsPA355
A.R. Building CompanyPA335

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Connolly Steele & Company (EIN 25-1767399) is named as the plan’s independent qualified public accountant. Connolly Steele & Company 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.