Davidson, Holland, Whitesell & Co.
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 Davidson, Holland, Whitesell & Co. audit?
Davidson, Holland, Whitesell & Co. was the independent auditor for 22 retirement plan filings (23 audited filings including welfare plans) in plan year 2024, with clients in 3 states and territories — the #473 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 56-1706742 |
| Retirement plan audits (401(k), 403(b), pension) | 22 |
| All audited filings (incl. welfare plans) | 23 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #473 of 3,956 |
| National rank, all audited filings (league-table basis) | #490 of 4,052 |
| Average client size (participants) | 422 |
| Largest client (participants) | 2,136 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Davidson, Holland, Whitesell & Co. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| North Carolina | 20 | 90.9% |
| Pennsylvania | 1 | 4.5% |
| Texas | 1 | 4.5% |
Largest concentration: North Carolina (20 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Davidson, Holland, Whitesell & Co. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 22 | 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 Davidson, Holland, Whitesell & Co.
| Plan sponsor | State | Participants |
|---|---|---|
| Monarch | NC | 2,136 |
| Beaver Sports Properties, Inc. | NC | 1,820 |
| Life, Inc. | NC | 652 |
| Engage2Excel Inc. | NC | 518 |
| Hospice Austin | TX | 345 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Davidson, Holland, Whitesell & Co. (EIN 56-1706742) is named as the plan’s independent qualified public accountant. Davidson, Holland, Whitesell & Co. 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.