Herbein & Company, Inc.
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 Herbein & Company, Inc. audit?
Herbein & Company, Inc. was the independent auditor for 53 retirement plan filings in plan year 2024, with clients in 13 states and territories — the #192 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-2415973 |
| Retirement plan audits (401(k), 403(b), pension) | 53 |
| All audited filings (incl. welfare plans) | 53 |
| States and territories with clients | 13 |
| National rank by retirement plan volume | #192 of 3,956 |
| National rank, all audited filings (league-table basis) | #207 of 4,052 |
| Average client size (participants) | 746 |
| Largest client (participants) | 18,357 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Herbein & Company, Inc. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 33 | 62.3% |
| Delaware | 3 | 5.7% |
| New Jersey | 3 | 5.7% |
| West Virginia | 3 | 5.7% |
| Florida | 2 | 3.8% |
| New York | 2 | 3.8% |
| Arizona | 1 | 1.9% |
| California | 1 | 1.9% |
| Connecticut | 1 | 1.9% |
| Massachusetts | 1 | 1.9% |
| Michigan | 1 | 1.9% |
| Ohio | 1 | 1.9% |
| Virginia | 1 | 1.9% |
Largest concentration: Pennsylvania (33 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Herbein & Company, Inc. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 53 | 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 Herbein & Company, Inc.
| Plan sponsor | State | Participants |
|---|---|---|
| Santander Holdings USA, Inc. | PA | 18,357 |
| SFS Group USA, Inc. | PA | 1,907 |
| Independence Community Bank C/O Santander Holdings USA, Inc. | MA | 1,522 |
| Banco Santander S.A. New York Branch | NY | 1,208 |
| Glen-Gery Corporation | PA | 1,066 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Herbein & Company, Inc. (EIN 23-2415973) is named as the plan’s independent qualified public accountant. Herbein & Company, Inc. 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.