Hallowell 401(K) Assurance, LLC
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 Hallowell 401(K) Assurance, LLC audit?
Hallowell 401(K) Assurance, LLC was the independent auditor for 37 retirement plan filings in plan year 2024, with clients in 15 states and territories — the #300 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 92-1789763 |
| Retirement plan audits (401(k), 403(b), pension) | 37 |
| All audited filings (incl. welfare plans) | 37 |
| States and territories with clients | 15 |
| National rank by retirement plan volume | #300 of 3,956 |
| National rank, all audited filings (league-table basis) | #320 of 4,052 |
| Average client size (participants) | 579 |
| Largest client (participants) | 3,994 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Hallowell 401(K) Assurance, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Florida | 7 | 18.9% |
| California | 5 | 13.5% |
| New York | 5 | 13.5% |
| Georgia | 3 | 8.1% |
| Texas | 3 | 8.1% |
| Illinois | 2 | 5.4% |
| Indiana | 2 | 5.4% |
| New Jersey | 2 | 5.4% |
| Utah | 2 | 5.4% |
| Arizona | 1 | 2.7% |
| New Hampshire | 1 | 2.7% |
| Nevada | 1 | 2.7% |
| Pennsylvania | 1 | 2.7% |
| Rhode Island | 1 | 2.7% |
| Washington | 1 | 2.7% |
Largest concentration: Florida (7 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Hallowell 401(K) Assurance, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 37 | 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 Hallowell 401(K) Assurance, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Eight Eleven Group, LLC. | IN | 3,994 |
| Virgin Pulse, Inc. | RI | 3,032 |
| Remarkable Foods, Inc. | NY | 2,638 |
| Healthcomp, LLC | CA | 1,586 |
| Big Blue Marble Academy, LLC | GA | 1,182 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Hallowell 401(K) Assurance, LLC (EIN 92-1789763) is named as the plan’s independent qualified public accountant. Hallowell 401(K) Assurance, LLC 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.