Gerson, Preston, Klein, Lips, Eisen
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 Gerson, Preston, Klein, Lips, Eisen audit?
Gerson, Preston, Klein, Lips, Eisen was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #994 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 59-1262947 |
| Retirement plan audits (401(k), 403(b), pension) | 8 |
| All audited filings (incl. welfare plans) | 8 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #994 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,055 of 4,052 |
| Average client size (participants) | 1,880 |
| Largest client (participants) | 5,384 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Gerson, Preston, Klein, Lips, Eisen audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Florida | 7 | 87.5% |
| New Jersey | 1 | 12.5% |
Largest concentration: Florida (7 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Gerson, Preston, Klein, Lips, Eisen 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 Gerson, Preston, Klein, Lips, Eisen
| Plan sponsor | State | Participants |
|---|---|---|
| Greenberg Traurig, PA | FL | 5,384 |
| Pediatric Associates Holding Company | FL | 3,560 |
| Gastro Health, LLC | FL | 3,105 |
| City National Bank of Florida | FL | 1,151 |
| CH Employment Services, LLC | FL | 309 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Gerson, Preston, Klein, Lips, Eisen (EIN 59-1262947) is named as the plan’s independent qualified public accountant. Gerson, Preston, Klein, Lips, Eisen 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.