Daniel A. Winters & Company, 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 Daniel A. Winters & Company, CPAS audit?
Daniel A. Winters & Company, CPAS was the independent auditor for 9 retirement plan filings (15 audited filings including welfare plans) in plan year 2024, with clients in 2 states and territories — the #902 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-2586736 |
| Retirement plan audits (401(k), 403(b), pension) | 9 |
| All audited filings (incl. welfare plans) | 15 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #902 of 3,956 |
| National rank, all audited filings (league-table basis) | #651 of 4,052 |
| Average client size (participants) | 12,753 |
| Largest client (participants) | 53,279 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Daniel A. Winters & Company, CPAS audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 8 | 88.9% |
| New Jersey | 1 | 11.1% |
Largest concentration: Pennsylvania (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Daniel A. Winters & Company, CPAS issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 9 | 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 Daniel A. Winters & Company, CPAS
| Plan sponsor | State | Participants |
|---|---|---|
| National Elevator Industry Pension Plan Plan Board of Trustees | PA | 53,279 |
| BD of Trustees of the Elev Constu Annuity and 401K Ret Plan | PA | 40,034 |
| BD of Tees of Steamfitters Lu No 420 SRP | PA | 8,036 |
| Board of Trustees of Steamfitters Lu 420 Pension Plan | PA | 5,238 |
| BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401K F | NJ | 4,276 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Daniel A. Winters & Company, CPAS (EIN 23-2586736) is named as the plan’s independent qualified public accountant. Daniel A. Winters & Company, 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.