Freemon, Shapard & Story
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 Freemon, Shapard & Story audit?
Freemon, Shapard & Story was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 3 states and territories — the #992 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 75-0706311 |
| Retirement plan audits (401(k), 403(b), pension) | 8 |
| All audited filings (incl. welfare plans) | 8 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #992 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,070 of 4,052 |
| Average client size (participants) | 192 |
| Largest client (participants) | 266 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Freemon, Shapard & Story audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Texas | 6 | 75.0% |
| Arkansas | 1 | 12.5% |
| Oklahoma | 1 | 12.5% |
Largest concentration: Texas (6 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Freemon, Shapard & Story issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 8 | 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 Freemon, Shapard & Story
| Plan sponsor | State | Participants |
|---|---|---|
| Kell West Regional Hospital, LLC | TX | 266 |
| Metacycle, LLC DBA Arcane Industries | AR | 224 |
| Superior Machining & Fabrication, Inc. | TX | 207 |
| Sharp Iron Group, LLC | TX | 191 |
| Presbyterian Manor, Inc. | TX | 188 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Freemon, Shapard & Story (EIN 75-0706311) is named as the plan’s independent qualified public accountant. Freemon, Shapard & Story 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.