Davis Group, P.A.

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 Davis Group, P.A. audit?

Davis Group, P.A. was the independent auditor for 4 retirement plan filings in plan year 2024, with clients in 1 state — the #1,471 practice nationally by volume.

Practice at a glance

Davis Group, P.A.: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)27-3509345
Retirement plan audits (401(k), 403(b), pension)4
All audited filings (incl. welfare plans)4
States and territories with clients1
National rank by retirement plan volume#1,471 of 3,956
National rank, all audited filings (league-table basis)#1,519 of 4,052
Average client size (participants)259
Largest client (participants)416

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

Where does Davis Group, P.A. audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Florida4100.0%

Largest concentration: Florida (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Davis Group, P.A. issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)4100.0%
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 Davis Group, P.A.

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Orlando Magic, LTD.FL416
Real Capital Leasing LLCFL280
Paradies Gifts, Inc.FL183
The Geneva SchoolFL157

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Davis Group, P.A. (EIN 27-3509345) is named as the plan’s independent qualified public accountant. Davis Group, P.A. 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.