Heard, McElroy & Vestal, 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 Heard, McElroy & Vestal, LLC audit?
Heard, McElroy & Vestal, LLC was the independent auditor for 45 retirement plan filings (46 audited filings including welfare plans) in plan year 2024, with clients in 3 states and territories — the #240 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 72-0398470 |
| Retirement plan audits (401(k), 403(b), pension) | 45 |
| All audited filings (incl. welfare plans) | 46 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #240 of 3,956 |
| National rank, all audited filings (league-table basis) | #247 of 4,052 |
| Average client size (participants) | 402 |
| Largest client (participants) | 1,229 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Heard, McElroy & Vestal, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Louisiana | 30 | 66.7% |
| Texas | 14 | 31.1% |
| Oklahoma | 1 | 2.2% |
Largest concentration: Louisiana (30 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Heard, McElroy & Vestal, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 45 | 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 Heard, McElroy & Vestal, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Palacios Marine and Industrial Coatings, Inc. | TX | 1,229 |
| University Development Corp | LA | 1,058 |
| Hardware Resources, Inc. | LA | 991 |
| McElroy Metal, Inc. | LA | 856 |
| Southern Multifoods, LLC | TX | 831 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Heard, McElroy & Vestal, LLC (EIN 72-0398470) is named as the plan’s independent qualified public accountant. Heard, McElroy & Vestal, 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.