Gilbert & Stewart
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 Gilbert & Stewart audit?
Gilbert & Stewart was the independent auditor for 5 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,315 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 87-4033149 |
| Retirement plan audits (401(k), 403(b), pension) | 5 |
| All audited filings (incl. welfare plans) | 5 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #1,315 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,441 of 4,052 |
| Average client size (participants) | 348 |
| Largest client (participants) | 549 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Gilbert & Stewart audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Utah | 4 | 80.0% |
| Nevada | 1 | 20.0% |
Largest concentration: Utah (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Gilbert & Stewart issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 2 | 40.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 3 | 60.0% |
| 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 Gilbert & Stewart
| Plan sponsor | State | Participants |
|---|---|---|
| Revive Health Senior Center, LLC | NV | 549 |
| Any Hour, LLC | UT | 481 |
| Central Bank | UT | 408 |
| The Ocd and Anxiety Treatment Center, Inc. | UT | 179 |
| Payson Fruit Growers Association | UT | 124 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Gilbert & Stewart (EIN 87-4033149) is named as the plan’s independent qualified public accountant. Gilbert & Stewart 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.